Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Senate Republican Calls for Tightening Net Investment Income Tax Rules
By Allison BellRick Scott used the issue to take a swipe at the Biden family's income taxes.
September 27, 2023
How to Help Wealthy Clients Avoid Audits as IRS Cracks DownSome assets popular with wealthy investors, such as real estate, are likely to attract the IRS' attention.
September 27, 2023
What Cetera's $1B Avantax Deal Means for the Future of Advice: MyVest CEOThe acquisition highlights intense consolidation and a deeper focus on tax-aware planning, he says.
September 26, 2023
Trump Found Liable for Fraud in New YorkThe lawsuit says he exaggerated his net worth by billions of dollars on records sent to banks and insurers.
September 26, 2023
This Step Can Prevent an Income Planning Nightmare for Wealthy ClientsSales director Jack Elder warns that neglect can turn one popular retirement strategy into taxable compensation.
September 26, 2023
The Seven Deadly Sins of Year-End Financial PlanningThese lapses could tempt your client to forsake you for another advisor.
September 20, 2023
New IRS Unit to Focus on Tax Dodging by Pass-ThroughsThe unit will crack down on large partnerships using pass-throughs to shield income, IRS' commissioner said.
September 20, 2023
Why XYPN Ended Its Tax Service for AdvisorsThe firm "couldn't find a way to make the economic model work" despite demand, CEO Alan Moore said.