Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Firms Signal Desire for Change in Wealthtech: Report
By Emily HolbrookWealth management firms controlling roughly $10 trillion in AUM represent the biggest market opportunity for fintech, Cerulli found.
February 24, 2022
How to Claim Social Security, Pay Taxes When Retiring OverseasRussia's invasion of Ukraine need not foil your client's plan to retire abroad, Kathleen Peddicord tells ThinkAdvisor.
February 24, 2022
SALT Alternative Takes Shape as Democrats Move Past Biden PlanThe latest state and local tax deduction bill would remove today's $10,000 cap for some taxpayers and raise the limit to $60,000 for others.
February 23, 2022
IRS Releases Long-Awaited Secure Act RMD RegsThe Secure Act, enacted in 2019, left many open questions about RMDs, Ed Slott says.
February 23, 2022
12 States That Tax Social Security Benefits: 2022One state dropped the tax in 2021, and others are cutting back or phasing it out.
February 18, 2022
Early IRA Distributions Without Penalty Just Got More AttractiveNew IRS guidance gives IRA holders using this emergency cash option a chance to receive larger payments.
February 18, 2022
7 Tax Benefits of Real Estate InvestingReal estate investors can benefit from a number of deductions, credits and other tax perks.
February 17, 2022
IRS 'Buried' in Paper Tax Returns: Taxpayer AdvocateAs of early February, the IRS had about 17.6 million tax returns requiring manual processing, Taxpayer Advocate Erin Collins says.