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Tax Planning

The latest news and developments that advisors need to create meaningful tax planning strategies for clients.

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Senate Bill Strengthens IRS Whistleblower Protections
Does Your Client's Estate Plan Need Tax Insurance?
IRS Says It Needs Budget Boost to Crack Down on Wealthy Tax Cheats
5 Ways the IRS Irks Taxpayers
ACA 'Medicare Tax' Revenue Should Go to Medicare: Senior Citizens League
5 Planning Strategies to Use if Biden Repeals Stepped-Up Basis
Here's Where Most of the Tax Gap Comes From
Biden's Estate Tax Overhaul: Forewarned Is Forearmed
13 States Where Social Security Benefits Are Taxed
How Retirees Can Avoid Tax Traps in Social Security, Medicare, Capital Gains
Should Lawmakers Block Biden's Infrastructure Bill Over SALT Cap?
Top 12 Overlooked Tax Deductions: 2021

Tax Loss Harvesting

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Biden's Capital Gains Tax Hike Wouldn't Just Hit the Wealthy, Advisors Say
Why Ark's Cathie Wood Harvests Tax Losses Year Round, and You Should, Too
Crum & Forster Closes Monitor Life Acquisition
The Democratic Sweep Didn't Happen. What Does That Mean for Your Clients' Taxes?

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