Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Don't Let a Simple Mistake Foil Your Client's QCD Plans
By Robert Bloink | William H. ByrnesFailure to follow the rules can result in loss of the tax benefits associated with qualified charitable distributions.
September 28, 2022
IRS Warns of Rise in Text Scams Targeting Personal, Financial DataIRS has identified and reported thousands of fraudulent domains tied to texting scams, known as "smishing."
September 28, 2022
Lawmakers Press IRS to Extend Late Fee ReliefLawmakers are asking that taxpayer penalty relief be extended from Sept. 30 to mid- to late November.
September 23, 2022
Managing Tax-Efficient Withdrawal Strategies for RetirementAdvisors must consider the interaction of their clients' retirement income sufficiency, income taxes and potential estate taxes.
September 22, 2022
New GOP Bill Seeks to Make 2017 Tax Cuts PermanentWithout congressional action, 23 provisions of the 2017 Republican tax law are set to expire after 2025.
September 21, 2022
Senate Finance Chair Broadens Inquiry Into Private Placement Life InsuranceThe mailing list now includes Prudential, Zurich and the ACLI.
September 21, 2022
IRS: Improperly Forgiven PPP Loans Are TaxablePPP loans forgiven based upon misrepresentations or omissions can't be deducted from income, the IRS said.
September 20, 2022
How a Buffer Fund of Funds Can Help Advisors Manage RiskThese products give advisors a way to use buffer ETFs without some of the drawbacks.