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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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IRS Drafts Update of Pension and Annuity Income Guide
Will the 2021 Tax Filing Deadline Be Extended? CPA Group Asks IRS for Clarity
IRS Gives Tax Filing Relief to Texans Hit by Winter Storms
Economic Relief Bill to Include New, Larger Child Tax Credit
Sen. Warren's Wealth Tax Plan Is 'Nuts': Jane Bryant Quinn
Sen. Warren Introduces Wealth Tax Bill
Jeffrey Levine: 5 Tax Tips for Wealthy Clients to Consider Before It's Too Late
Tax Planning in an Election Year
Yellen Leaves Door Open to Tax Increase on Wealthy
IRS: Business Expense Tax Deductions and PPP Loan Forgiveness Don't Mix (Usually)
Biden's Plan Would Create Payroll Tax 'Donut Hole'
5 Ways Advisors Can Ease Clients' Tax Concerns Now

Tax Loss Harvesting

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Crum & Forster Closes Monitor Life Acquisition
The Democratic Sweep Didn't Happen. What Does That Mean for Your Clients' Taxes?
Tax-Loss Harvesting During Market Turmoil: Who Did It, Who Didn't
Riskalyze CEO: 6 Tips for Advisors to Thrive in a 'Risk-First Decade'

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