Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Manchin Spurns SALT-Cap Expansion in Economic Agenda Bill
By Laura Davison and Erik WassonThe writeoff is politically important in high-tax areas including New York, New Jersey and California.
July 25, 2022
Ed Slott, Ian Berger Explain 2 Good Reasons to Do a Reverse RolloverOne reason: Reverse rollovers help clients avoid being hit by the pro rata rule when doing backdoor Roth conversions.
July 22, 2022
Debate: Should Congress Renew Advance Payments of Child Tax Credits?Two professors discuss whether to resume the advance payments for the second half of 2022 and beyond.
July 20, 2022
No, Mr. Manchin, Taxes Don't Cause InflationOn the contrary, higher taxes can help get prices under control.
July 18, 2022
2 Ways Secure Act 2.0 Could Help Small BusinessesA "Starter 401(k)" provision would give the smallest businesses an entry point to helping employees save for retirement.
July 15, 2022
Manchin Says He'll Reconsider Biden's Tax, Climate Plan in SeptemberHe's willing to consider steps to lower prescription-drug prices and extend enhanced Affordable Care Act subsidies in the meantime.
July 15, 2022
Manchin Says No to New Tax Hikes, Climate SpendingThe senator said he's only willing to support legislation to lower prescription drug prices and extend enhanced Affordable Care Act subsidies.
July 14, 2022
Can a Registered Index-Linked Annuity Protect Your Clients in a Down Market?A RILA can allow clients to participate in some market gains while limiting their risk of loss.