Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
$300M Wells Fargo Team Breaks Away to Join Dynasty
By Janet LevauxThe new RIA is led by Chuck Cooper, CFP, a former branch manager in Lee's Summit, Missouri.
August 12, 2019
Supreme Court Hands HNW Clients New Trust Planning StrategyThe court has essentially opened the door to trust planning that could avoid state taxation altogether.
August 08, 2019
How to Avoid a Tax Audit When Moving to a Lower-Tax StateIf you're a financial advisor whose client wants to move, be warned: The state may be watching.
August 07, 2019
Senate Democrats Warn Against Capital Gains Tax CutThe White House is mulling a plan to circumvent Congress and index capital gains rates to inflation.
August 05, 2019
Senate Democrats Fight IRS Ban on SALT Deduction Cap WorkaroundsSenate Democrats are attempting to overturn a recently finalized rule through the Congressional Review Act.
August 05, 2019
IRS' National Taxpayer Advocate RetiresNina Olson was the force behind the agency's Taxpayer Bill of Rights.
August 05, 2019
ETFs Are More Tax-Efficient Than Mutual Funds. Here's Why.Outflows tend to hurt open-end mutual funds' tax efficiency, while ETFs tend to be resilient.
August 05, 2019
House Floats 'Flexible Giving Accounts' for EmployeesA new bill would allow employees to set aside pretax money to give to charity.