Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Raymond James to Use J.P. Morgan's 55ip Tax-Smart Portfolio Tool
By John ManganaroThe broker-dealer is the first to use 55ip's technology across its full suite of managed account services.
October 12, 2023
IRS Misled Taxpayers About Free Filing Tool, Watchdog Report SaysTaxpayer interest in a Direct File tool may be overstated due to flawed survey design, according to a report.
October 12, 2023
Elite Wall Street Firms, Advisors Are Swapping SMAs for ETFsThe aim is to exploit the famous tax efficiency of the ETF wrapper, which means funds rarely incur capital gains tax.
October 11, 2023
Snowbirding in Retirement: 10 Tax and Planning Facts to KnowOwning multiple residences comes with both potentially large benefits and important tax nuances.
October 11, 2023
14 Worst U.S. Cities for Real Estate TaxesOut of 330 cities, these have the highest tax burden relative to home value, according to SmartAsset.
October 10, 2023
Try These RMD Options for 6 Common Client SituationsWhile rules for retirement accounts may be complicated, there are strategies to best organize annual withdrawals.
October 06, 2023
Here's Your Year-End Portfolio Planning Checklist for 2023Here are eight important investing topics to discuss with clients in the next few months.
October 05, 2023
IRS Warns of Schemes Involving Art DonationsHigh-income taxpayers must "watch out for inflated values or questionable appraisals" tied to exaggerated deductions.