Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Secure Act 2.0 Smooths Path for Small-Business Retirement Plan Do-Overs
By Robert Bloink | William H. ByrnesThe law makes it easier to switch from SIMPLE IRAs to a safe harbor 401(k).
March 05, 2024
These IRA Mistakes Could Derail Your Clients' RetirementThere is a mountain of money socked away in IRAs, but that doesn't mean everyone understands the rules.
March 04, 2024
Watch Out for These Potential Tax Changes in 2024Changes could affect such areas as first-year depreciation and interest deductions, plus the child tax credit.
March 04, 2024
14 Easy Explanations for Stock and Bond TermsIt is easy for investors to get lost, not knowing what financial advisors are talking about.
March 01, 2024
12 Worst Tax States for High EarnersPeople earning $150,000 in these locales have a state and local tax rate topping 10%, WalletHub found.
February 29, 2024
IRS Announces New Crackdown on High Earners Who Failed to File TaxesThe agency believes hundreds of millions of dollars of unpaid taxes are involved in these cases.
February 28, 2024
12 States With the Highest Property TaxesTypical households in these states pay far more in real estate taxes than the national average of $2,869.
February 28, 2024
Two Execs Join IRS as Crypto AdvisorsThe private-sector experts will help the agency boost enforcement on cryptocurrency and other digital assets.