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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 to Fix Inherited IRA Guidance That Confused Advisors
U.S. Likely Failing to Collect $1 Trillion a Year in Taxes
Ed Slott, American College Launch IRA Planning Course for Advisors
IRS to Refund Taxes Paid on 2020 Jobless Benefits
Wade Pfau Makes Case for Raising Top Social Security Claiming Age to 72
Andy Friedman: Tax Bill Is a Must-Do This Year
Christine Benz: Biden Tax Plan Is Wake-Up Call to Trim Portfolio Risk
Biden's Tax Proposals Could Increase Life Insurers' Value
Should Lawmakers Block Biden's Infrastructure Bill Over SALT Cap?
Top 12 Overlooked Tax Deductions: 2021
Ed Slott, American College Launch IRA Planning Course for Advisors
Yellen Leaves Door Open to Tax Increase on Wealthy

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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