Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Wall Street's Big Banks Score $1T of Profit in a Decade
By Max Abelson and Hannah LevittWhile much attention focused on Silicon Valley's riches, banks like JPMorgan, BofA, Wells Fargo and others were gaining momentum.
December 21, 2022
Private Jet Costs, Sketchy Deductions Among Red Flags in Trump TaxesHis returns include $126.5 million in write-offs over five years tied to sales from an entity that didn't appear to be selling anything.
December 20, 2022
10 Tax Questions Self-Employed Clients Might AskWhether your client's business is a side hustle or a main gig, they face some complicated tax rules.
December 20, 2022
The Year-End Planning Tip That Has Finance Profs TalkingMy colleagues at The American College shared a litany of ideas, but one strategy made everyone's list.
December 19, 2022
Sam Stovall: 5 Pieces of Advice Your Clients Need NowThe bear market will likely be retested in the first quarter, the CFRA investment strategist tells ThinkAdvisor.
December 14, 2022
Quiz: Do You Know These Charitable Giving Tax Facts?Do you know the rules when it comes to tax benefits and deductions for charitable giving?
December 14, 2022
Why Advisors Should Rethink the 'M' in RMDTaking more than "minimum" distributions, or starting earlier, could mean years of lower taxes for clients.
December 14, 2022
Why ESG Investing Is 'a Mess' and What to Do About ItFrontier Asset Management CEO Rob Miller explains how to best align client values and investments, and the tax planning implications.