Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Opportunity Zone Investments or a 1031 Rollover?
By Robert Bloink | William H. ByrnesCongress may expand the benefits of the opportunity zone program, so interested clients should pay close attention.
August 24, 2023
New Bill Expands REIT Pass-Through Deduction to BDCsThe bill could be attached to a year-end tax bill paired with a budget deal.
August 23, 2023
How to Avoid Tax Traps in Retirement Income Planning: Wade PfauThe complex and progressive nature of the U.S. tax system makes the potential for costly mistakes all too real.
August 23, 2023
Vanguard's Tax-Busting Fund Design Gets a RevampTo gain access to retirement accounts, one firm wants to build ETFs that tack on mutual funds as a share class.
August 22, 2023
10 Annuity Tax Facts Advisors Should KnowYour clients are bound to have tax questions as annuity sales boom.
August 17, 2023
California Closes State-Tax Loophole for Some TrustsClients who have established non-grantor trusts in tax-friendly states should be aware of this new law.
August 16, 2023
IRS Cuts Wait Times, Makes New HiresThe IRS says it has reached several milestones with funds from the year-old Inflation Reduction Act.
August 15, 2023
Tax Watchdog Says IRS Botched Oversight of Taxpayer RecordsA new report suggests the IRS has mishandled and misplaced key tax records and sensitive information for individuals and businesses.