Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
PPP Reopens to New and Existing Borrowers
By Melanie WaddellCommunity financial institutions will be able to make First Draw PPP Loans on Monday.
January 07, 2021
The 5 Paradoxes of PlanningOne surprise is the strange behavior of interest rates.
January 07, 2021
State Street and Pimco Team Up in Launch of Cloud-Based Asset Platform: Tech RoundupMicrosoft and McKinsey are also involved. Meanwhile, Franklin Templeton teams with Vestwell on a new managed account offering.
January 06, 2021
For Wealthy Women, Tax and Estate Planning Is Weak LinkA Biden administration may mean tax policy changes and should be a wake-up call to women to get their estate plans in order.
January 05, 2021
How to Get PPP Loan Forgiveness for Small-Business Clients Under the New RulesThe year-end stimulus package included big changes to how the PPP loan forgiveness program works.
January 05, 2021
H&R Block and TurboTax Clients Fume Over Delayed Stimulus Check DepositsCustomers of the tax-prep services took to Twitter to complain they had not gotten their second economic impact payments via direct deposit.
January 05, 2021
Roth IRA Conversions: What Advisors Need to KnowHere's how this retirement planning tactic interacts with RMDs and taxes, along with some Roth IRA conversion strategies to consider.
December 30, 2020
How the New Stimulus Package Helps Individuals, Small BusinessesAlong with more PPP loans, the bill includes a 100% deduction for business meals provided by restaurants through year-end 2022.