Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Orion Selects Docupace for Automation: Tech Roundup
By Jeff BermanAlso, Gentreo's next-generation estate planning software was among the pitches at Morgan Stanley's Demo Day.
February 15, 2023
10 Tips for Marketing Your Tax Planning ServicesMore than 90% of advisory clients want tax guidance but only 25% are getting it, Samantha Russell says.
February 13, 2023
IRS Announces Interest Rates for Q2Interest rates will remain the same, according to the IRS.
February 13, 2023
How Taxation of Life Settlement Proceeds Works NowThe size of the tax bill depends partly on the health status of the client.
February 10, 2023
Debate: Should Capital Gains Be Subject to Social Security Taxes?Our tax experts discuss a proposal to impose Social Security payroll taxes on capital gains for the wealthy.
February 08, 2023
Debate: Would Fair Tax Act Help Fix a Broken System?Our tax experts discuss whether replacing the tax code with a flat sales tax would help Americans.
February 07, 2023
Variable Annuities Look Pretty Good at Tax TimeYour clients might want to consider a variable annuity if they want to avoid capital gains taxes.
February 06, 2023
Beware of Social Security Agents Bearing Lump-Sum OffersWarn your clients that if an SSA agent makes them an offer they can't refuse, they probably should.