Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
New Bill Cuts IRS Funding to Boost Social Security, Medicare
By Melanie WaddellSen. Rick Scott's Protect Our Seniors Act is drawing skepticism from Social Security advocates.
February 17, 2023
10 Ways Taxable Accounts Boost Retirement PlanningIRAs and 401(k)s get lots of press, but taxable brokerage accounts have powerful benefits you shouldn't overlook.
February 16, 2023
Orion Selects Docupace for Automation: Tech RoundupAlso, Gentreo's next-generation estate planning software was among the pitches at Morgan Stanley's Demo Day.
February 15, 2023
Mariner Wealth Adds Arizona Tax PracticeThe acquisition of Hopkins Tameron Hostal enhances Mariner's "mission of providing clients with 360° wealth advice," it says.
February 15, 2023
Bond Investors Could Score Major 'Tax Alpha' This YearPolicy shifts could tee up some excellent tax loss harvesting opportunities in fixed income, Parametric's Nisha Patel says.
February 15, 2023
10 Tips for Marketing Your Tax Planning ServicesMore than 90% of advisory clients want tax guidance but only 25% are getting it, Samantha Russell says.
February 13, 2023
IRS Announces Interest Rates for Q2Interest rates will remain the same, according to the IRS.
February 13, 2023
How Taxation of Life Settlement Proceeds Works NowThe size of the tax bill depends partly on the health status of the client.