Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Philanthropy 2020: Looking Backward to Go Forward
By Michael S. FischerAlthough charitable giving remains strong, tax efficiencies might be key.
December 18, 2019
For Tax-Preferred Charitable Gifts, Use This Workaround by Year-EndThe QCD provides a valuable tax benefit for charitably minded clients hurt by the tax reform changes.
December 18, 2019
Taxes Are One Thing – Not The Only ThingYour clients should not let their after-tax returns suffer simply because they're afraid of paying taxes.
December 17, 2019
The Mega Backdoor Roth IRA and Other Ways to Maximize a 401(k)Many 401(k) plans allow after-tax contributions, creating financial planning opportunities that are often overlooked.
December 17, 2019
5 Ways the Secure Act Would Affect Retirement, 529 PlansAdvisor Jeffrey Levine breaks down the sweeping retirement bill.
December 16, 2019
The Missing Element in the Asset Allocation Story: Location, Location, LocationThe "who, what and where" of an asset's location plays a role in wealth-building and asset protection that is often overlooked.
December 12, 2019
Divorce Doesn't Have to Be ContentiousIn a collaborative divorce, advisors can be part of a team that offers information to smooth the process.
December 10, 2019
11 Year-End Tax Tips for 2019Clients may not be aware of some of these, since parts of the tax law took effect only this year.