Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Why Ark's Cathie Wood Harvests Tax Losses Year Round, and You Should, Too
By Ginger SzalaA savvy advisor understands how to keep an eye on lowering a client's tax bill, Vestmark's Rob Klapprodt tells ThinkAdvisor.
March 24, 2021
Biden's Tax, Infrastructure Plans: What to ExpectAs Biden's $3 trillion infrastructure and economic packages come into focus, here's how he will likely try to finance them. But will Congress approve?
March 24, 2021
12 States Where Taxpayers Get the Most for Their MoneyWalletHub researchers contrasted state and local tax collections with the quality of government services residents receive.
March 22, 2021
Can the IRS Rein In Wealthy Tax Cheats? Ed Slott Is SkepticalThe IRS commissioner recently pledged a crackdown, but Slott says that the agency is outgunned and that its efforts could ensnare lower earners.
March 18, 2021
How the Rising RMD Age Could Affect Your ClientsOne group of retirees is particularly likely to change behavior as the RMD age rises, a study found.
March 18, 2021
Don't Forget These New Rules for RMDsThe Secure and Cares Acts brought several changes to retirement plan distributions that advisors should be aware of.
March 17, 2021
In Case of Capital Gains Tax Hike, Don't PanicWhile a large increase in the tax is unlikely, here's how you can help your clients prepare.
March 17, 2021
IRS Extends Tax Filing DeadlineThe House Ways and Means Committee chairman had called on the IRS to extend the deadline.