Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
This Overlooked Secure 2.0 Change Helps Business-Owning Spouses
By Robert Bloink | William H. ByrnesThe law created two important exceptions that can help owners of closely held businesses offer retirement plans.
April 30, 2024
How to Lock In a $14M Estate Tax Exemption Before 2026Families have a range of planning options — and trust limitations — to consider as exclusion amounts change.
April 30, 2024
Yellen and Republicans Spar Over Tax CutsThe Treasury chief says Biden wants revenue-raising measures to cover cuts in place for those earning under $400,000.
April 30, 2024
Jeff Levine: 7 End-of-Life Tax Planning Mistakes to AvoidAfter a death, the tax rules that come into play can trip up even the most careful of advisors, the CPA says.
April 29, 2024
Debate: Do Taxpayers Benefit From Changes to the Saver's Credit?Starting in 2027, the credit will be replaced by a 50% matching contribution to existing 401(k)s and IRAs.
April 29, 2024
Trump Advisors Battle for Sway on Taxes, Fed PoliciesInformal advisors want a flat tax, penalties for nations that abandon the U.S. dollar and Federal Reserve reforms.
April 26, 2024
Can You Beat My Score on This Retirement Literacy Test?Put your retirement income knowledge to the test with this quiz from the American College.
April 26, 2024
Kansas House Votes to Override Veto of Income Tax Overhaul BillGov. Laura Kelly wants lawmakers to pass a cheaper tax legislation package.