Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Top 10 Most Influential Advisors in 2020: Investopedia
By Michael S. FischerThe investment site ranked advisors based on their ability to reach a large, diverse audience.
December 08, 2020
Nearly Half of Taxpayers Don't Know When They Last Updated Their W-4: AICPAMore than half of tax-filing Americans purposefully pay an inaccurate amount of taxes throughout the year.
December 04, 2020
The Democratic Sweep Didn't Happen. What Does That Mean for Your Clients' Taxes?A vice president of Ayco, a Goldman Sachs company, offers some tax tips.
December 04, 2020
IRS: Business Expense Tax Deductions and PPP Loan Forgiveness Don't Mix (Usually)There are limited circumstances in which "double dipping" by PPP loan borrowers is allowed, according to IRS guidance.
December 04, 2020
Human Capital: Why Ed Slott Thinks Taxes Are Heading 'Through the Roof'In this episode, Slott talks about why 401(k)s and IRAs are likely targets for future tax hikes.
December 02, 2020
JPMorgan to Buy Maker of Tax-Efficient Portfolio ToolsNews of the 55ip deal comes nine days after BlackRock moved to buy Aperio, a personalized indexer and SMA shop, for $1 billion.
December 01, 2020
Riskalyze Makes Rebalancing, Other Tools Free for 2 Weeks"We want to ... help [advisors] focus ... on making great decisions so they can let advanced technology put those decisions into place," says CEO Aaron Klein.
November 29, 2020
10 Tax Tips to Take Advantage of By Year-EndAdvisors and clients can benefit from these insights on gifting, retirement and other areas — shared recently by BNY Mellon tax experts.