Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
5 Reasons to Consider Series I Savings Bonds Now: Jeff Levine
By Jeff BermanHigher inflation has made the "rarely used" Federal Series I Savings Bond much more appealing to investors, the tax expert says.
December 13, 2021
10 Social Security Tax Facts to KnowThe experts at Tax Facts answer questions on timing of withdrawals, maximization of benefits and, of course, taxation.
December 13, 2021
Foundation for Financial Planning Sets $5M Fundraising Goal for Pro Bono ProgramsFFP develops and funds programs that connect certified financial planners to those who need help.
December 13, 2021
Top 5 Tax Tasks to Tackle With Clients Before Year-EndAdvisors are wise to prep their client for 2022 by also working with their CPA.
December 13, 2021
Latest Senate Spending Plan Includes $1.5T in Tax HikesThe measure doesn't include any expansion of the state and local tax, or SALT, deduction, despite weeks of negotiations.
December 10, 2021
Ed Slott's 10 Last-Minute Tax and Retirement Tips for 2021Time's running out to use certain tax breaks and to correct potentially costly mistakes, Slott says.
December 09, 2021
Jeffrey Levine: Top 10 End-of-Year Tax Planning TipsThe financial planning expert weighs in on SALT deductions, Roth conversions, crypto investing and one of his favorite movies.
December 08, 2021
Andy Friedman Predicts Fate of Build Back Better BillWhile final terms of the trimmed-down $1.75 trillion spending and tax plan are unclear, he expects SALT relief is coming.