Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
10 Least Tax-Friendly States: 2019
By Michael S. FischerKiplinger compared the states using a formula that accounts for income, property, sales and fuel taxes.
October 02, 2019
Top 10 Tax-Friendly States: 2019Kiplinger compared the states using a formula that accounts for income, property, sales and fuel taxes.
October 01, 2019
Tech Companies Stress Personalization With Solutions for AdvisorsBlueRush, Envestnet Yodlee and Orion were among standout exhibitors at FinovateFall.
September 30, 2019
Hit by Natural Disaster? Tax Reform Tangles Tax ReliefClients now must understand both the complexities that have always existed in claiming a loss deduction and the changes made by the tax law.
September 27, 2019
Americans in Need of Some Good Financial Advice: SurveyBig areas of need include retirement planning, increasing savings and reducing debt, a NAPFA survey finds.
September 24, 2019
Opera Singer Turned CFP Helps Freelancers Manage Their MoneyBen Henry-Moreland, 34, talked to ThinkAdvisor about the financial needs of freelancers and competing on "Jeopardy."
September 20, 2019
Treasury Loosens Rules on 401(k) Hardship WithdrawalsThe new rules on withdrawals of elective distributions also apply to 403(b) plans.
September 18, 2019
IRS Issues Final Rules on 100% Business Depreciation DeductionThe rule is a "big deal," says former tax attorney Andy Friedman.