Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Ed Slott's Last-Minute Tax Tips
By Melanie WaddellOne tip: Remember that the May 17 tax filing deadline doesn't apply to first-quarter estimated tax payments.
April 07, 2021
4 Biden Tax Proposals That Could Shake Clients' Retirement, Estate PlansTake advantage of today's historically low tax rates to prep clients for future changes to income, estate and payroll taxes.
April 07, 2021
Why You Should Talk to Clients NowAn Allianz Life executive looks at the effects of the pandemic on retirement planning, one year after it began.
April 06, 2021
New York Tax Hikes Could Prompt Wealthy Residents, Firms to Leave: ExpertTentative deal to raise taxes may result in many of the state's most mobile employees to move elsewhere, the Tax Foundations Jared Walczak warns.
April 05, 2021
N.Y.'s Millionaires Face Tax Hikes in Proposed BudgetThe richest New York City residents would pay the highest combined state and city tax rates in the U.S., surpassing California.
April 02, 2021
Larry Kotlikoff Would Tell Biden to Scrap Social Security, Start New SystemHe'd also tell the president to make the tax system more fair to both the poor and the wealthy, he tells ThinkAdvisor.
April 02, 2021
IRS to Refund Taxes Paid on 2020 Jobless BenefitsTaxpayers don't need to file an amended return unless the change qualifies them for additional tax benefits.
April 02, 2021
12 States Where Taxpayers Get the Least Bang for Their BuckSome taxpayers don't seem to be getting what they're paying for in terms of government services.