Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
RMDs, Venmo Reporting and Other Tax Issues to Watch Now: Jeff Levine
By John ManganaroThe coming year or two will undoubtedly be a "tax crunch time," warns the self-professed "planning nerd."
November 22, 2023
9 Tax-Saving Strategies for Year-End 2023: Advisors' AdviceAdvisors shared some tax planning moves you might not have thought of.
November 21, 2023
Schwab System Quirk Could Create RMD Headaches for Former TD ClientsAdvisors who recently moved to Schwab should check on their clients' monthly withdrawals, an advisor warns.
November 20, 2023
Estate Planning: 5 Seasonal Thoughts on Clients' MindsAs clients celebrate the holidays with family, there's ample time to have important conversations.
November 20, 2023
Debate: Will the New DOL Fiduciary Rule Hurt Retirement Investors?Two professors disagree on the extent to which advisors would limit their counsel should these protections be enacted.
November 15, 2023
New Tax Credit Boosts Appeal of Used Electric CarsFor taxpayers who qualify, the Section 25E credit can make buying a used electric vehicle more affordable.
November 13, 2023
5 Tips for Helping Clients Reach Their Year-End Financial GoalsNew Year's Eve is just a little more than six weeks away.
November 13, 2023
Help Clients Plan for Unexpected Risks, and Opportunities, in RetirementFor example, "snowbirding" may be more attainable than retirees think, professor Steven Parrish says.