Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Investors Should Save More, Expect Higher Taxes and Diversify: J.P. Morgan
By Bernice NapachAdvisors should speak with pre-retirees about what spending is non-negotiable, says Chief Retirement Strategist Katherine Roy.
December 11, 2020
Jeffrey Levine: 5 Tax Tips for Wealthy Clients to Consider Before It's Too LateNot all the Democrats' tax plans are negative for wealthy clients, Levine says, but several available planning opportunities are likely to go away.
October 30, 2020
Tax Planning in an Election YearA Prudential executive outlines strategies taxpayers could consider using in an uncertain tax environment.
October 07, 2020
9 Ways Your Clients' Taxes Could Change Under BidenMany will affect high earners, so advisors should be prepared, according to CPA Jeffrey Levine and other tax pros.
September 28, 2020
5 Predictions for Retirement Plans With Biden as PresidentBiden's economic plan would address Social Security, 401(k)s and auto-IRAs.
July 27, 2020
Why Roth Conversions Make Sense in Light of the SECURE ActThe SECURE Act passed at the end of 2019 has some far-reaching ramifications for the financial planning work you do with your clients.
May 21, 2020
CARES Act 'Retail Glitch' Fix: Claiming the Bonus DepreciationThis relief helps restaurants and retailers, some of the businesses hardest hit by the COVID-19 pandemic.
March 18, 2020
How an Advisor Helps MLB Players Hurt by Tax ReformAdvisor Joseph Geier tells ThinkAdvisor how he helps his clients manage the new tax rules and minimize the dreaded "jock tax."