Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
EMoney Advisor Launches New Marketing Features: Tech Roundup
By Jeff BermanFocus Financial teams with CAIS on a customized alternative investments platform.
February 14, 2022
Why Working With Strippers Makes Sense for Financial Planners"There's value to working with stigmatized groups and in markets that aren't overly saturated," CFP Lindsey Swanson says.
February 11, 2022
Top 12 Mega-Donors to Charity in 2021The Chronicle of Philanthropy has released its annual list of the biggest benefactors.
February 10, 2022
Does Your Client Need to Repay Advance Child Tax Credits for 2021?The IRS has been updating its FAQ on the tax credit frequently, and the details are important.
February 10, 2022
10 Things to Know About Spousal Lifetime Access TrustsThis investment vehicle can help you leave a legacy for your spouse and children and avoid gift tax.
February 08, 2022
IRS Reminds Taxpayers of American Rescue Plan BenefitsThey include a new deduction for charitable gifts and the rebate for those who missed 2021's third stimulus payments.
February 08, 2022
Can a Reverse Mortgage Crash-Proof Your Client's Retirement?A new study shows they can greatly reduce income volatility, reverse mortgage specialist Phil Walker tells ThinkAdvisor.
February 07, 2022
IRS to End Use of Facial Recognition on Tax AccountsResearch has shown that AI-driven facial recognition software often makes mistakes with darker-skinned people.