Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
IRS Seeks to Adjust RMDs for Longer Lives
By Melanie WaddellThe proposed regs "recompute required distributions from IRAs, 401(k)s, and similar plans," says former tax attorney Andy Friedman.
November 06, 2019
McConnell Pushes for Immediate Secure Act VoteThe majority leader is trying again after a failed attempt in late October.
November 05, 2019
Half of Donors Have Changed Giving Strategy Since Tax Reform: FidelityYet few have reduced their giving since before the tax law was enacted, Fidelity Charitable reported.
November 04, 2019
Opportunity Zone Funds: Who Really Benefits?There are signs that tax breaks trump community benefits. Case in point: A new draft IRS form.
October 30, 2019
Why the Tax Planning Gap Should Be Filled by AdvisorsTo find a niche or expand your business, learn the ins and outs of tax planning for your clients.
October 29, 2019
To Help Clients in Fire Zones, Advisors Rely on Mix of ToolsThere's plenty of advisors can do to help clients prepare for emergencies, but there are lots of unexpected challenges as well.
October 29, 2019
Take Advantage of These 4 Year-End Tax OpportunitiesIt's time to consider Roth conversions and harvest some losses and gains.
October 29, 2019
Ron Rhoades' 18 Predictions for the Future of RIAsThanks to these trends and four threats, the future of financial and investment advice is complicated, says the advisor, attorney and professor.