Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
The IRS' Dirty Dozen: 12 Tax Scams to Avoid in 2022
By Michael S. FischerIn addition to pandemic-related scams, this year's list warns of spear phishing and bogus tax-avoidance strategies.
June 09, 2022
From IPOs to Sudden Inheritances: Helping Clients Navigate the Hurdles of Cash WindfallsSudden wealth can pose unexpected challenges for clients.
June 06, 2022
7 Inflation-Fighting Strategies for Clients in or Near RetirementCutting expenses, contributing more to retirement plans and working a bit longer can mean a more comfortable retirement.
June 06, 2022
Debate: Are Lifetime Income Illustrations Helpful?Two professors discuss the Secure Act's requirement for plan sponsors to illustrate retirement savings as an annuity.
June 04, 2022
For Businesses That Missed CARES Act Tax Credit Deadline, It's Not Too LateSmall-business owners have up to three years to retroactively claim the employee retention tax credit.
June 01, 2022
Joe Duran: How Advisors Can Rise Above the 'Sea of Sameness'The head of Goldman Sachs Personal Financial Management counsels advisors to ask themselves: "Why would I hire me?"
June 01, 2022
How to Help Retirees Avoid Tax Traps in Social Security, Capital GainsJoe Elsasser, founder of software maker Covisum, walked through how the interaction of tax rules can create planning opportunities.
May 19, 2022
Debate: Should Congress End ETFs' Preferential Tax Treatment?Two professors discuss ending ETF managers' use of "in-kind transactions," which avoid triggering capital gains tax liability.