Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Tax Loss Harvesting Is Easier With ETFs, but Beware the Wash Sale Rule
By John ManganaroClear communication with clients is essential, as the topic of tax loss harvesting can cause confusion and concern.
November 04, 2022
Jeffrey Levine, Ed Slott Team Up for Retirement Debate PodcastSlott and Levine will provide lively commentary as they argue opposing sides of a retirement planning topic or strategy.
November 03, 2022
Social Security COLA Could Have Surprising Tax EffectsSocial Security taxation doesn't change with inflation, but tax brackets do. This can produce unusual results.
November 03, 2022
How to Help Clients See the Benefits of Tax Loss HarvestingHarvesting tax losses is the correct, proactive move we should be making, but it's tough to explain it to clients.
November 02, 2022
Blucora to Change Its Name, Sell TaxAct Software BusinessThe firm will rebrand itself as Avantax, a pure-play, tax-focused BD and investment advisor.
November 02, 2022
15 States Where The Most Estate Taxes Were Paid in 2021American taxpayers paid $18.4 billion in estate taxes after deductions in tax year 2021, says the IRS.
November 01, 2022
Morningstar Launches Direct Indexing Investment OfferingThe offering, part of a growing industry trend, allows portfolios to be tailored to each investor's needs.
November 01, 2022
How One Small Firm Uses Tech to Tackle Tax PlanningJames Hargrave explains to ThinkAdvisor how his firm, with about 10 people, punches above its weight — with a little help.