Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
TurboTax to Pay $141M to Settle Claim It Duped Consumers
By Erik LarsonTurboTax lured customers with promises of free tax preparation only to "deceive them into paying for services," New York Attorney General Letitia James says.
April 29, 2022
Get Ready for New DOL IRA Rollover Guidelines This SummerAdvisors should brush up on rollover standards now to ensure they're ready to comply come July.
April 28, 2022
Most HNW Advisors Still Unfamiliar With Direct Indexing: SurveyYet these advisors embrace the strategy's most valued benefits: tax management and customized exposures.
April 28, 2022
RBC Clearing Launches New Tech Platform for RIAs, BDs: Tech RoundupAlso, AI-powered prospecting solution Catchlight integrates with Redtail.
April 26, 2022
Why Advisors Shouldn't Dismiss Index-Linked AnnuitiesAdvisors shouldn't brush off investments that limit downside (and upside) as inefficient gimmicks.
April 26, 2022
Elon Musk's Untaxed Wealth Is Helping to Finance His Twitter BuyoutHe is borrowing against his highly appreciated Tesla shares to get cash without having to sell and pay taxes.
April 25, 2022
This Overlooked Strategy Helps Early Retirees Avoid IRA Withdrawal PenaltiesSEPPs can provide needed income before age 59 1/2, but advisors must consider the details carefully.
April 22, 2022
Biden to Make Last Attempt at Tax Hikes on Wealthy: ValliereWhile Biden's Build Back Better legislation "is in tatters," he'll make one last attempt this summer, Valliere says.