Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
6 Tax Bills in Congress Now
By Melanie WaddellBills in play include estate tax changes and a rebate for money spent on gas.
April 07, 2022
15 U.S. Cities With the Most Tax Procrastinators, Based on Google SearchesResearchers looked at search volume around the country for phrases like "what happens if I file my taxes late?"
April 05, 2022
Tax Talk? Bring It On. Tax Prep? Don't Go There, Advisors SayWhile understanding taxes is crucial to serving clients, the "opportunity" in tax prep has been overstated, some advisors say.
April 04, 2022
Retirement Changes in Secure Act 2.0: Hopkins, Levine & Treichel to Share Insights April 13Don't miss this informative webcast about the Securing a Strong Retirement Act of 2022 at 1 p.m. Wednesday.
April 04, 2022
Ed Slott: IRS' Secure Act RMD Regs Are Effective Now; Here's How to ProceedClients with inherited IRAs should wait for more clarity before acting on the IRS' guidance, the CPA says.
April 01, 2022
3 Tax Plans in Play in Congress Now: The Washington UpdateThere's "talk in Congress of moving a tax bill" before the midterm elections, political analyst Jeff Bush says.
April 01, 2022
Jeffrey Levine: Delay Social Security Benefits as Long as You CanDelayed claiming is just one of Buckingham Wealth's recommendations to fight inflation, its chief planning officer tells ThinkAdvisor.
March 31, 2022
1035 Exchange Rules: An OverviewA 1035 exchange can let investors defer paying capital gains and other taxes, but you must understand the rules.