Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
ETFs Risk Losing a Key Tax Edge as Democrat Whets Knife
By Sam Potter, Katie Greifeld and Elaine ChenA tax proposal tucked into draft legislation by Sen. Ron Wyden could potentially alter the entire U.S. fund landscape.
September 13, 2021
Ed Slott Weighs In on House Democrats' Proposed Mega-IRA CrackdownThe IRA specialist tells ThinkAdvisor what he thinks of the proposals, including eliminating "mega backdoor" Roth IRAs and raising RMDs on large accounts.
September 13, 2021
Capital Gains Tax Rate Set at 25% in House Democrats' PlanThe plan is short of what Biden had proposed and leaves intact the step-up in basis for assets at death.
September 13, 2021
House Panel to Vote on Backdoor Roth IRA Curbs, RMD Hike for WealthyThe panel also plans to vote this week on increasing the corporate and capital gains tax rates.
September 09, 2021
Morningstar Boosts Model Portfolio ResearchThe firm says it is doubling Analyst Rating coverage of model portfolios by the end of 2021.
September 09, 2021
SALT Cap Confounds House Democrats Crafting Taxes for Biden PlanThe nonpartisan Joint Committee on Taxation has estimated that repealing the SALT cap would cut taxes for more than 13 million people.
September 09, 2021
Taxpayer-Friendly Trust Laws Are Florida's Latest AttractionUnder the new Uniform Directed Trust Act and Community Property Trust Act, Florida is even more hospitable to directed trusts or community property trusts.
September 09, 2021
More Than 9 in 10 CFPs Strongly Satisfied With Career Choice: SurveyThe CFP Board polled certificants about the value of the credential.