It's Not Too Early to Start 2024 Tax Planning
By Roger WohlnerClients who have yet to claim Social Security or start RMDs often have a degree of flexibility.
February 14, 2024
10 Things to Know About Estate Planning for Cross-Border CouplesWhen one spouse is a noncitizen, the couple's heirs could be in for a big tax surprise.
February 08, 2024
How to Opt Out of Inheriting an IRABeneficiaries seeking to avoid gift and income tax consequences can execute a "qualified disclaimer" to decline the inheritance.
January 23, 2024
How a Top-Ranked Advisor Saves Her Wealthy Clients MillionsIt's about much more than investments, Sara Rajo-Miller Wendt of Miracle Mile Advisors tells ThinkAdvisor.
January 04, 2024
Wealth.com Brings Estate Planning to the AI AgeThe advisor-facing platform can do what once took 20 hours in mere minutes, CEO Rafael Loureiro says.
December 26, 2023
Avantax Brand Isn't Going Anywhere: Cetera's DurbinCetera Holdings wants to minimize disruption to advisors while embracing the firms' shared tax focus, its CEO says.
December 20, 2023
Can You Ace This Charity Quiz?Test your knowledge on how clients can manage RMDs, rebalance portfolios and more while doing good.
December 18, 2023
Irrevocable Trusts: More Revocable Than You Might ThinkAn increasing number of wealthy families are looking to amend these trusts, Scott Small says.