Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Secure Act Quirk Opens a Tax Savings Window in IRAs
By Janet LevauxPlanner and CPA Jeffrey Levine finds that declining to take a deduction could pay off later.
December 30, 2019
How a TAMP Can Help Advisors in Times of Market TurmoilThose who don't use one may be forced to choose between focusing on reallocating portfolios or trying to reassure clients.
December 30, 2019
RIA to Buy Tax Practices on East, West CoastsMariner Wealth says it is acquiring G. M. Bremer & Associates and David G. Miller & Associates.
December 30, 2019
Vanguard Lowers Expense Ratios on 9 ETFs: Portfolio ProductsAlso, LifeYield announced a new integration with Orion Advisor Tech, a division of Orion Advisor Solutions.
December 27, 2019
Crucial Tax Deadline Looms for Opportunity Zone Fund InvestorsIn addition, the IRS has just finalized more flexible opportunity zone regulations.
December 26, 2019
IRS Cuts ACA Individual Mandate Penalty Out of Tax FormsThe agency notes that, legally, the coverage requirements do still apply.
December 26, 2019
Making the Switch to Retainer-Based PlanningHere are some examples of how this business model can benefit your clients.