Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Roth IRA Transfers and Divorce: Don't Forget the 5-Year Rule
By Robert Bloink | William H. ByrnesClients transferring Roth assets in a divorce settlement often overlook this critical issue.
June 12, 2023
Big GOP Tax Package Would Boost Standard DeductionThe legislation would also repeal a controversial IRS reporting change for payments through apps like PayPal and Venmo.
June 09, 2023
3 Tax-Smart Strategies to Help Clients Plan for CollegeHigher education is a significant investment for many families, but advisors can make it less daunting.
June 09, 2023
Connecticut Lawmakers Approve Historic Tax CutThe tax cut will benefit 1 million filers, or almost 60% of all filers, according to a statement from Governor Ned Lamont.
June 09, 2023
Debate: Should States Offer a SALT Cap Workaround?Our tax experts discuss states using pass-through entity taxes to get around the SALT cap.
June 08, 2023
Top 15 Cities Where High Earners Lose Major Buying PowerAn income of $250,000 or more doesn't go nearly as far in these cities.
June 07, 2023
The Wealth Management Trend Advisors Can't IgnoreA demand for more nimble and holistic planning is challenging advisors and driving interest in direct indexing.
June 06, 2023
Advisor Larry Sprung's Not-So-Secret Marketing Weapon: JoyThe Mitlin Financial founder tells ThinkAdvisor about his attention-grabbing slogan and how offering second opinions attracts clients.