Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Skip the Cash Gift, Try a Kiddie Roth IRA for the Holidays
By William H. Byrnes | Robert BloinkAn often overlooked tool for helping children or grandchildren begin their savings program is the Roth IRA.
November 25, 2019
Year-End Tax Opportunities to LeverageIt's time to consider Roth conversions and harvest some losses and gains.
November 22, 2019
IRS Issues Final Regs on Gift and Estate Tax ExclusionLarge gifts made between 2018 and 2025 will not lose the tax benefit of the higher exclusion level once it decreases after 2025.
November 21, 2019
12 Companies That Paid the Lowest Tax Rates in 2018The average tax rate for the S&P 100 was some 15 percentage points lower than in 2017, largely due to the tax overhaul.
November 19, 2019
The Concept of the Retirement Nest Egg Is CrackedSuccessful advisors are now adopting a "carton" approach to retirement assets.
November 18, 2019
Mercer Advisors Snaps Up AL HewittThe tax-centric, Californa-based firm has AUM of $100 million.
November 14, 2019
Donor-Advised Fund Grantmaking Surged 19% in Fiscal 2018: NPTA National Philanthropic Trust report shows the effects of tax reform on the DAF sector.
November 08, 2019
Avoiding Roth IRA Conversion Tax TrapsOne potential trap in converting to a Roth applies to clients who have yet to reach age 59 ½.