Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
There's Still Time to Start a Retirement Plan, Reduce 2021 Taxes
By Robert Bloink | William H. ByrnesUnder the Secure Act, small-business clients now have extra time to establish a 401(k) plan for the prior tax year.
February 01, 2022
Greg Valliere's Top 6 Economic, Political Predictions for 2022 and BeyondHere's what AGF Investments' chief U.S. strategist expects for inflation, tax hikes and Biden's future priorities.
February 01, 2022
10 Things Advisors Should Know About Grantor TrustsGrantor trusts can help clients reduce estate taxes and keep their estate out of probate. Just keep these things in mind.
February 01, 2022
Ed Slott: Child Tax Credit Is 'a Mess!'"Some people may end up paying a tax pro more than the credit!" Slott said as the IRS released new guidance on the advance payments.
January 31, 2022
The 20 Biggest Asset Managers in the World: 2022These top financial firms are ranked by assets under management, according to ADV Ratings.
January 31, 2022
17 Worst States for Retirement: 2022These states scored lowest on measurements of quality of life, affordability and health care, according to WalletHub.
January 28, 2022
A Financial Planning Checklist for Newly Single Clients Over 50After a divorce or the death of a spouse, here are some important topics to discuss with your client.
January 27, 2022
Senators Press Yellen to Boost IRS FundingSen. Elizabeth Warren and others want at least a14% increase in yearly IRS funding and $80 billion invested in the agency over 10 years.