Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
The Murky Side of Tax-Loss Harvesting
By John ManganaroA recent ProPublica story raised questions on abuse of wash-sale rules. Here's what advisory pros think.
February 22, 2023
13 States With the Lowest Property Tax RatesHouseholds in most of these states pay substantially less in annual property taxes than the national average of $2,690.
February 22, 2023
New Bill Cuts IRS Funding to Boost Social Security, MedicareSen. Rick Scott's Protect Our Seniors Act is drawing skepticism from Social Security advocates.
February 22, 2023
Avantax Reports Recruiting Surge in 2022The tax-focused wealth firm, formerly Blucora, said recruited assets rose 79% from 2021.
February 21, 2023
Debate: Would Increasing Stock Buyback Tax Make a Difference?Our tax experts discuss Biden's proposal to quadruple the existing stock buyback tax.
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.