Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
New IRS Life Expectancy Tables Mean Lower RMDs in 2022
By Ginger Szala"Some advisors may have forgotten that such a change was even possible," Natalie Choate writes at Morningstar.
January 10, 2022
Tax Court Decision Shows Pitfalls of Self-Directed IRAsWhile a checkbook control IRA can give the account owner more control over retirement investments, serious negative tax consequences can result.
January 07, 2022
IRS' Top 10 Criminal Cases of 2021"The investigative work of 2021 has all the makings of a made-for-TV movie," the agency's top cop says.
January 07, 2022
How to Help Clients Who Lose Jobs in Their 50sThese clients have important financial decisions to make around retirement planning, health coverage and stock-based compensation.
January 07, 2022
New CFP Board, FPA Leaders Assume Their RolesKamila Elliott is CFP Board's chair for 2022, the first Black American in this post; Dennis Moore is FPA president.
January 05, 2022
Mariner Wealth Snaps Up $1.3B GroupThe purchase of Granite Investment Advisors of New Hampshire was Mariner's 13th transaction of 2021.
January 05, 2022
Biden Economic Plan Remains Stuck as Manchin Reports No TalksSenator Joe Manchin said Tuesday that he wants any extension of child tax credit limited to those with earned income.
January 05, 2022
10 Things to Talk About in Annual Portfolio ReviewsEveryone wants to know how their investments performed, but there are lots of other important topics to discuss.