Tax Deductions
News updates about tax deductions advisors should consider for their clients.
3 Tax-Smart Strategies to Help Clients Plan for College
By Bryan KirkHigher education is a significant investment for many families, but advisors can make it less daunting.
March 20, 2023
5 Tax Planning Strategies for Clients Who Own a Small BusinessHere are five strategies to share with your small-business clients that may help them lower their tax burden and keep more money in their pockets.
March 15, 2023
10 Timely Tax Issues to Discuss With ClientsTax law changes are expected in the future as the 2017 tax overhaul inches toward expiration.
March 08, 2023
Who Is Opening Donor-Advised Funds Today?DAFs continue to be the preferred charitable vehicle of many advisors and clients for a number of reasons.
February 24, 2023
12 Tax-Saving Moves for Client Portfolios: Advisors' AdviceThe right tax strategy could save some of your clients a literal fortune.
January 27, 2023
Slott, Levine: 7 Useful Facts About Tax Diversification and RetirementIt's a simple concept, but putting it into practice is anything but, Ed Slott and Jeff Levine say.
January 27, 2023
Secure 2.0: How to Use New RMD, Roth Account Rules in Client PlansSecure 2.0 created planning options for you and your clients, provided you know when to use them.
January 25, 2023
Why Standard Deductions Will Fit Most ClientsEven if you are not a tax advisor, knowing the basics can help.