Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Democrats Drop Carried Interest, Paving Way for Tax Vote
By Erik Wasson and Laura DavisonBut lawmakers will add a new 1% excise tax on stock buybacks, while altering a 15% minimum tax on corporations.
August 04, 2022
Your Client Left Their Job. What Should They Do With Their 401(k)?The best strategy will vary by client and may involve a combination of tactics.
August 04, 2022
Debate: Will the Inflation Reduction Act Cure What Ails Us?The bill is a scaled-down version of the initial economic package. But is it too scaled down?
August 04, 2022
Schumer-Manchin Tax Bill Is in Peril: ValliereHowever, Schumer said Thursday afternoon that the Senate will vote "soon" on the Inflation Reduction Act.
August 04, 2022
BNY Mellon to Use Xceptor Tax Platform: Tech RoundupAlso, Envestnet is launching a "SpongeBob SquarePants" themed marketing campaign.
August 03, 2022
Battle Erupts Over Claim Manchin Bill Raises Middle-Class TaxesThose earning less than $200,000 could see their tax burden rise 1%, an official, GOP-requested analysis finds.
August 03, 2022
Kitces: 10 Questions to Ask When Building a Year-End Tax Planning ChecklistKey issues to focus on include taxes, cash flow, insurance and estate plans, Michael Kitces says.
August 02, 2022
Everything You Need to Know About Annuity InvestingLearn how annuities work, their pros and cons, and what type of annuity might be right for your client.