Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Emerging U.S. Debt Deal Would Raise Limit, Cap Spending for 2 Years
By Akayla Gardner and Justin SinkThe tentative deal would cut $10 billion from the $80 billion IRS budget increase and would upgrade the electric grid.
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.
May 16, 2023
529 Plans: Saving for College, Retirement, and Now Elder Care?Argentum, a group for assisted living facilities, makes the suggestion in a new discussion of long-term care funding ideas.
May 16, 2023
The Financial Advisor's Caddy: AI-Based PlanningHere's a simple way to understand how AI can help you create personalized financial plans efficiently.
May 03, 2023
New IRS Tables Show What COVID-19 Did to IRAsBoth traditional and Roth IRAs benefited from rescue money.
May 02, 2023
How to Prep Clients for Social Security Claiming Choices, Possible CutsMary Beth Franklin and Mark Miller discuss how to help clients make the most of their Social Security benefits.
April 21, 2023
How to Offer Tax Planning While Staying CompliantAdvisors must understand the differences between "tax avoidance" and "tax optimization," Jeff Levine and Michael Kitces say.
April 19, 2023
Annuities and Taxes: What Advisors Need to KnowLet's start with the basics: Is the annuity inside or outside of your client's retirement plan?