Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
529 Plans: Saving for College, Retirement, and Now Elder Care?
By Allison BellArgentum, a group for assisted living facilities, makes the suggestion in a new discussion of long-term care funding ideas.
May 02, 2023
How to Prep Clients for Social Security Claiming Choices, Possible CutsMary Beth Franklin and Mark Miller discuss how to help clients make the most of their Social Security benefits.
April 21, 2023
How to Offer Tax Planning While Staying CompliantAdvisors must understand the differences between "tax avoidance" and "tax optimization," Jeff Levine and Michael Kitces say.
April 19, 2023
Annuities and Taxes: What Advisors Need to KnowLet's start with the basics: Is the annuity inside or outside of your client's retirement plan?
April 18, 2023
House Dems Revive Bill to Close Carried-Interest LoopholeThe Ending Wall Street Tax Giveaway Act would tax carried interest as ordinary income.
April 18, 2023
Betterment to Pay $9M SEC Fine for Tax Loss Harvesting MisstatementsTechnical issues cost 25,000 clients a total of $4 million in tax savings, the regulator said.
April 18, 2023
Bernie Sanders Floats New Estate Tax BillThe legislation aims to reduce the estate tax exemption to $3.5 million.
April 12, 2023
Don't Forget These Last-Minute Tax Tips: Advisors' AdviceThe tax filing deadline is rapidly approaching, but it's not too late to help your clients.