Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
LPL Launches SMA Strategies on Model Portfolio Platform
By Janet LevauxThe news comes about eight months after LPL said it was testing SMAs via a pilot program.
March 30, 2022
This COVID Tax Credit Could Limit Business DeductionsThe employee retention tax credit could limit Section 199A deductions for pass-throughs above a certain income threshold.
March 30, 2022
Don't Leave Retirement-Account Tax Surprises to Clients' HeirsThe Secure Act and changing estate tax thresholds give advisors lots to talk about, Capital Group's Leslie Geller says.
March 30, 2022
Ed Slott: Secure Act 2.0 Reduces 'Draconian' RMD Penalty, Broadens RothsThe sweeping retirement bill passed in the House Tuesday and is expected to be taken up in the Senate soon.
March 30, 2022
The 5 Biggest Retirement-Related Tax BreaksThese tax code provisions help clients but increase the budget deficit.
March 30, 2022
Biden's Billionaire Tax Would Punish Long-Term InvestorsThe plan is a mess, and its main benefit could be achieved by eliminating one loophole in the tax code.
March 28, 2022
11 Ways to Make the Case for Total Return StocksHere are a few key points and things to look for when advising investor clients on these investments.
March 28, 2022
Top 10 Retirement Reforms in Bill Up for House Vote TuesdayPassage by the House of the Securing a Strong Retirement Act of 2022, or Secure Act 2.0, is anticipated late tomorrow.