Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Ed Slott: Advisors Are Confused About IRAs
By Melanie WaddellThe IRA consultant discusses the questions he gets from advisors on these retirement accounts' "complicated rules."
February 24, 2023
Collaborative Divorce: How Advisors Can Help Their Clients Split AmicablyThis alternative divorce process keeps couples out of court, and advisors have an important role to play.
February 23, 2023
Biden's Billionaire Tax Plan Is Doomed, Estate Lawyer SaysThe plan essentially puts a double tax on appreciated assets at death, Scott Squillace tells ThinkAdvisor.
February 22, 2023
13 States With the Lowest Property Tax RatesHouseholds in most of these states pay substantially less in annual property taxes than the national average of $2,690.
February 22, 2023
New Bill Cuts IRS Funding to Boost Social Security, MedicareSen. Rick Scott's Protect Our Seniors Act is drawing skepticism from Social Security advocates.
February 22, 2023
Avantax Reports Recruiting Surge in 2022The tax-focused wealth firm, formerly Blucora, said recruited assets rose 79% from 2021.
February 21, 2023
Debate: Would Increasing Stock Buyback Tax Make a Difference?Our tax experts discuss Biden's proposal to quadruple the existing stock buyback tax.
February 17, 2023
10 Ways Taxable Accounts Boost Retirement PlanningIRAs and 401(k)s get lots of press, but taxable brokerage accounts have powerful benefits you shouldn't overlook.