Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Sens. Warren, Sanders Urge Crackdown on Trusts
By Melanie WaddellUltra-wealthy investors' "wealth managers are bragging" about the effectiveness of their "tax dodging tricks," the senators write.
March 20, 2023
5 Tax Planning Strategies for Clients Who Own a Small BusinessHere are five strategies to share with your small-business clients that may help them lower their tax burden and keep more money in their pockets.
March 16, 2023
Debate: Would Biden's Proposed Payroll Tax Hike Protect Medicare's Solvency?Our tax experts discuss the president's plan to raise the payroll tax for workers earning over $400,000.
March 15, 2023
10 Timely Tax Issues to Discuss With ClientsTax law changes are expected in the future as the 2017 tax overhaul inches toward expiration.
March 14, 2023
3 Ways to Help Clients Create Tax-Efficient PortfoliosThe potential generation of tax savings over the long term can elevate the advisor-client relationship.
March 14, 2023
The 5 Elements of a Comprehensive Retirement PlanComprehensive financial and tax planning and monitoring throughout the retirement years can significantly extend the longevity of portfolios.
March 10, 2023
Debate: Should Retirement Tax Benefits Be Cut to Support Social Security?Our tax experts discuss whether reducing tax incentives would be a feasible alternative to cutting Social Security benefits.
March 10, 2023
Biden Budget Declares War on Supersized IRAsHis plan limits the amount high earners can hold in tax-favored accounts and appears to target mega backdoor Roths.