Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
12 States With the Highest Taxes in America: 2023
By Michael S. FischerResearchers for the list looked at taxation tied to real estate, vehicles, income, and the purchase of goods and services.
March 30, 2023
7 Estate Planning Challenges to Tackle TodayThe current interest rate climate and tax-friendly framework could shift, so financial advisors and their clients need to act soon.
March 29, 2023
Credit Suisse Still Aiding Tax Evasion by Ultra-Wealthy: Senate PanelThe committee uncovered "major violations" of the $2.6 billion plea deal Credit Suisse reached with the Justice Department in 2014.
March 24, 2023
Debate: Should Congress Cap the Pass-Through Tax Deduction for Businesses?Our two tax experts discuss how changing the QBI deduction rules could affect small businesses.
March 23, 2023
5 Secure 2.0 Act Changes That Could Affect Your Clients' TaxesFor example, a few new rules create new opportunities for Roth contributions or conversions.
March 23, 2023
Consumers Are Anxious About Taxes: J.D. PowerResearch finds 20% of banks customers fear they will owe more than planned; 16% worry that they may not get a refund.
March 22, 2023
IRS Seeks Feedback on Tax Treatment of NFTsThe agency is seeking comments on the treatment of NFTs as collectibles.
March 22, 2023
12 States With the Lowest Taxes in America: 2023Which state has the lowest taxes? The answer is not straightforward, according to WalletHub.