Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Supreme Court Case Could Upend a Key Succession Strategy
By Robert Bloink | William H. ByrnesThe case involves a life insurance strategy intended to keep remaining shareholders in control after a key shareholder's death.
April 15, 2024
H&R Block Users Say They Can't File Their Taxes as Deadline LoomsDesktop users reported a "Bad Gateway" message; the company said Monday afternoon it had resolved the problem.
April 15, 2024
What Comes After the CFP? This Industry Group Offers an AnswerThe Investments and Wealth Institute says its advanced certifications for HNW advisors are in high demand.
April 15, 2024
7 Things to Know About Social Security and TaxesThe interactions between Social Security and other income can cause unexpected tax results, Joe Elsasser says.
April 15, 2024
7 Last-Minute Reminders for Tax Day 2024The IRS and tax experts have released some important notes to keep in mind as returns are processed.
April 12, 2024
Here's What's Wrong With the 4% RuleFor investors who prefer a formulaic approach to retirement withdrawals, there's a better option.
April 11, 2024
Social Security Claiming: The Classic Case of DivorceAn ex-spouse can generally get 50% of the former partner's primary benefit, regardless of when it's claimed.
April 09, 2024
7 Financial Planning Tips From a Tax VIPIt's not what clients earn that counts, says the former head of TurboTax — it's what they keep after paying taxes.