Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
How Advisors Can Keep Up With Tax Changes: Jeff Levine
By Jeff BermanThe CPA and planner is widely followed for his breakdowns of crucial tax and retirement legislation. He told us how he does it.
November 19, 2021
What's in the House-Passed Tax and Spending Bill Backed by BidenChanges include levies on high earners, the SALT deduction, a cap on IRAs, IRS enforcement and the childcare tax credit.
November 19, 2021
House Passes Biden's Economic Plan, With Senate Fate UncertainThe Senate is not on board with a provision lifting the $10,000 cap on federal deductions of state and local taxes to $80,000.
November 17, 2021
Clients Want Tax-Smart Advice, and Most Aren't Getting It: OrionOnly 20% of advisors employ ongoing, automated tax management, according to a survey commissioned by Orion Advisor Solutions.
November 17, 2021
7 Important Tax, Retirement Topics for Year-End PlanningA lot of potential changes are looming, and communicating with your clients about the future is perhaps more important than ever.
November 17, 2021
Senate SALT Plan Would Fully Lift Cap Within Income LimitsSanders said those earning above the top limit could still claim up to $10,000, the current maximum deduction.
November 16, 2021
Debate: Should High Earners Pay More Social Security Taxes?Two professors debate whether collecting payroll taxes on income above $400,000 is the best way to shore up Social Security.
November 16, 2021
Business Expense Tax Deductions: 12 Facts to KnowHere's what advisors should know about tax deductions for expenses like travel, meals, education and home offices.