Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
7 Last-Minute Reminders for Tax Day 2024
By John ManganaroThe IRS and tax experts have released some important notes to keep in mind as returns are processed.
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.
April 09, 2024
Tax Bill With 100% Bonus Depreciation May Move Forward in SenateThe proposed legislation, which passed the full House about 10 weeks ago, may get attached to a Senate bill.
April 09, 2024
What's the Future of IRS Direct File? GAO Wants to Know.IRS officials have not decided on the future of the pilot beyond the 2024 tax filing season.
April 08, 2024
15 Portfolio Spring-Cleaning Tips: Advisors' AdviceTidying up a client's portfolio can save them time, hassle and money, according to this group of financial advisors.
April 05, 2024
3 Ways to Boost Your Services — and Your Advisory FeesAdvicePay found that in 2023, average pricing for monthly subscriptions was $265, a 6% year-over-year increase.
April 05, 2024
10 Reality Checks for Overly Optimistic ClientsWhat happens when clients think the good times of 2024 are endless? It's up to advisors to pose tough questions and take action.
April 03, 2024
Cambridge Rolls Out 'Personal CFO' Service for Wealthy ClientsThe new service includes cash-flow management, tax planning, wealth protection and more for HNW and UHNW investors.