Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Tax Plan's Limits on Alts in IRAs Wouldn't Just Hit the Wealthy
By Roger WohlnerAccredited investors who aren't wealthy could lose their only practical means of accessing some alternative investments.
October 05, 2021
Playing the Long Game With Your Clients' Tax StrategyTax loss harvesting can be far more impactful if applied systematically throughout the year.
September 29, 2021
Investors Racing Ever Faster to Tech, but They Still Crave Human Advice: SchwabAmid widespread use of financial technology, both new and seasoned investors say they will turn to an advisor in times of uncertainty.
September 29, 2021
House Nears Vote on Halving Estate Tax Exemption in 2022The provision is now part of H.R. 5376, which could come to the House floor this week.
September 29, 2021
How a CPA Partner Can Boost Your PracticeAdding tax services can help advisors stabilize income, increase cash flow and give their practice more flexibility.
September 29, 2021
The History of the Financial Planning Profession, Part 1Let's take a look at how the profession has evolved so we can better understand where it's going.
September 28, 2021
'An Estate Tax Every Year': Ed Slott Blasts Plan to Tax Billionaire Wealth GainsA proposal to tax billionaires' unrealized capital gains has Biden's support, but it would be impractical to implement, Slott says.
September 28, 2021
Wade Pfau: How to Pick the Best Retirement Income Strategy for Each ClientThe best ways to generate income vary by individual and may not align with the advisor's preferences, Pfau tells ThinkAdvisor.