Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
5 Trends Shaking Up Advisor Value Propositions Now
By John ManganaroIf your main selling point is that you're a fiduciary offering mutual fund portfolios, prepare to be disrupted.
September 15, 2023
9 Inflation-Related Tax Predictions for 2024 Retirement PlanningBloomberg Tax has projected the IRS' annual inflation adjustments for key tax thresholds and deferral limits.
September 15, 2023
New Bill Requires IRS to Create Short Form for Taxpayers Living AbroadThe bill would also expand the Foreign Earned Income Exclusion to include retirement income earned overseas.
September 11, 2023
Why Cetera's $1B Avantax Deal Is a 'Powerful' MoveThe deal brings Cetera a new custodial relationship and platform, according to CEO Adam Antoniades and others.
September 08, 2023
IRS Launches New Crackdown on Wealthy Tax CheatsThe new initiative will be driven by AI and other technology to help IRS better detect tax cheating.
September 06, 2023
IRS Clears Up a Confusing Business Tax Reporting QuestionA tax form used to disclose pass-through entity profits does not allow negative amounts.
August 30, 2023
3 Critical Tax Tips for TD Advisors, Clients as Schwab Integration NearsIRA contributions, distributions and tax withholding should be closely monitored, says consultant Grier Rubeling.
August 30, 2023
IRS Issues Guidance on 2023 State Tax PaymentsThe notice gives updates on refunds, deductions for state income and property taxes, and spillover payments.