Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Sen. Warren's Wealth Tax Plan Is 'Nuts': Jane Bryant Quinn
By Jane Wollman RusoffThe longtime financial journalist tells ThinkAdvisor the plan is "hopeless" and discusses other ways to tax the ultra-wealthy.
February 24, 2021
Estate Tax Changes Under Biden: Strategies for Affluent vs. Wealthy ClientsClients of different wealth levels have different goals, so positioning them for possible tax changes calls for different strategies.
February 23, 2021
IRS Gives Tax Filing Relief to Texans Hit by Winter StormsAffected taxpayers also have until June 15 to make IRA contributions for 2020.
February 22, 2021
The Do's and Don'ts of Partnering With CPAsEd Slott, Jeffrey Levine and other CPAs and advisors give advice for making this critical relationship work.
February 21, 2021
Creative Planning CEO: Biden's Capital Gains Tax Plan Could Kill Model PortfoliosAn increase in the capital gains tax could "dramatically change investment decisions" advisors make, Peter Mallouk tells ThinkAdvisor.
February 17, 2021
House Democrats Float Bill to Close Carried Interest Tax LoopholeThe carried interest loophole "has allowed private equity tycoons to pay lower tax rates than their secretaries," said Rep. Bill Pascrell, one of the bill's sponsors.
February 08, 2021
Economic Relief Bill to Include New, Larger Child Tax CreditAnother proposal gradually raises the minimum wage to $15 an hour.
February 07, 2021
Cetera in Talks to Buy Parts of Voya Financial Advisors"Whew. This would be a big deal. Literally. 1,600+ advisors at Voya?" asked financial planner and blogger Michael Kitces on Twitter.