Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
How the Inflation Reduction Act's Stock Buyback Tax Could Rattle Portfolios
By Robert Bloink | William H. ByrnesSome critics worry that discouraging stock buybacks could exacerbate the pains many are feeling amid shaky markets.
October 06, 2022
Who Caught Aaron Judge's Home Run Ball? Someone Who Needs a CPAThe sport hasn't seen this kind of hysteria since the late '90s to early '00s, when Bonds, McGwire and Sosa set records.
October 06, 2022
11 Year-End Planning Priorities to Discuss With Your ClientsFrom RMDs to tax-loss harvesting, touch base with your clients to ensure that nothing important is missed.
October 05, 2022
IRS Extends Tax Deadlines for Hurricane Ian Victims in CarolinasSimilar relief was announced last week for Ian victims in Florida.
October 04, 2022
11 Confusing Annuity Tax Rules Financial Advisors Should KnowAre you advising your clients correctly when it comes to taxes related to their annuity investments?
October 04, 2022
IRS Broadens 3-Year Extension on CARES, Disaster Tax Relief ActsIRS has extended the deadline for plan sponsors to make amendments related to certain coronavirus aid or disaster relief rules.
October 03, 2022
What's Up With the Social Security 'Donut Hole'?Proposals to extend the payroll tax to higher earners would increase these workers' taxes but not their retirement benefits.
September 30, 2022
Peter Mallouk: 3 Bear Market Survival Tips to Give Clients Now"The market tends to roar back from events like this," Creative Planning CEO Peter Mallouk tells ThinkAdvisor.