Tax Deductions
News updates about tax deductions advisors should consider for their clients.
Wealth Management Masterclass, Part 1 of 3: Tax Planning in Focus
By ThinkAdvisor, sponsored by Investments & Wealth InstituteThis webcast will highlight the top strategies being used by wealth managers today and how they can help clients minimize taxes, while at the same time ensuring that clients have stellar portfolio management, risk management and asset protection.
August 03, 2023
2023 RMD Rule Changes: 3 Common Client QuestionsChanges due to the Secure acts can result in confusion. Here's what advisors and clients should know.
July 10, 2023
To Hedge Against Estate Tax Exclusion Changes, Try DisclaimersA sales coach has an idea for helping clients facing the Year 2026 problem.
June 22, 2023
Debate: Is Increasing the Standard Deduction the Best Way to Fight Inflation?Our tax experts weigh in on whether legislators should focus on expanding the child tax credit instead.
June 21, 2023
Roth IRA Transfers and Divorce: Don't Forget the 5-Year RuleClients transferring Roth assets in a divorce settlement often overlook this critical issue.
June 20, 2023
7 Reasons Not to Make a Roth ContributionMaking Roth contributions can be a good retirement savings strategy, but not for every client or situation.
June 14, 2023
House Panel Passes GOP Tax Plan to Raise Standard DeductionEd Slott said the plan included "common sense" provisions. The panel's top Democrat called it "Tax Scam 2.0."
June 12, 2023
Big GOP Tax Package Would Boost Standard DeductionThe legislation would also repeal a controversial IRS reporting change for payments through apps like PayPal and Venmo.