Charitable Giving Deductions
Keep up with the latest news about charitable giving deductions and strategies and philanthropic economics.
Ed Slott: 8 Top Retirement, Tax Priorities for Advisors in 2024
By Melanie WaddellThe IRA expert highlights what to focus on when it comes to existing and looming retirement-related rules.
June 05, 2023
IRS Makes Annuity Mortality Table Update, With a SmileThe agency will allow flexibility on timing, and decimal places.
May 22, 2023
Act Now to Avoid Estate Planning Logjam in 2025Estate planners could be in extremely short supply in the years ahead, just when they're needed most.
March 23, 2023
5 Secure 2.0 Act Changes That Could Affect Your Clients' TaxesFor example, a few new rules create new opportunities for Roth contributions or conversions.
March 06, 2023
8 Reasons to Review Clients' Tax Returns Every YearThis step can help clients avoid tax mistakes shed light on additional planning opportunities.
February 17, 2023
10 Ways Taxable Accounts Boost Retirement PlanningIRAs and 401(k)s get lots of press, but taxable brokerage accounts have powerful benefits you shouldn't overlook.
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.