Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Does Your Client's Estate Plan Need Tax Insurance?
By Gary Blitz and Jessica HargerWhile tax insurance is widely used in M&A transactions, it can play a similar role when estate plans veer off track.
June 02, 2021
5 Ways the IRS Irks TaxpayersThe pandemic has compounded the agency's customer service woes, it says in a report.
June 02, 2021
Pandemic Sharpened Many Americans' Financial Discipline: PollAnd nearly all respondents expect their newfound habits to endure, a survey from Northwestern Mutual has found.
June 02, 2021
SBA Closes PPP Loan ProgramWhile the PPP had its problems, clients who used it found it beneficial, planner Leon LaBrecque said.
June 01, 2021
Advisors' Interest in Crypto Assets Rising: FPA SurveyFifteen percent of advisors said they used or recommended cryptocurrencies, up from 1% in 2020.
June 01, 2021
2 Tax Surprises Revealed in Biden's BudgetBiden's proposal to eliminate the step-up in basis at death went further than expected, Andy Friedman says.
June 01, 2021
The Do's and Don'ts of Annual Client MeetingsAdvisors should view yearly client review meetings through a marketing lens, not a sales lens.
June 01, 2021
Biden Budget Boosts Health Subsidies, Broadens Net Investment Income TaxFor high earners, all income would be subject to the employment tax, the self-employment tax or the net investment income tax.