Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
What BlackRock's Latest Deal Means for Rivals, Advisors
By Bernice Napach"It's no surprise the biggest players are rushing in to buy these [direct indexing] capabilities to protect their turf," says consultant Tim Welsh.
November 21, 2020
Ed Slott on RMDs, Backdoor Roths and the Death of the Stretch IRAThe IRA and tax expert talks to ThinkAdvisor about how changing tax rules have shaken up retirement planning in the past few years.
November 20, 2020
IRS Crime Unit Found $10B in Tax Fraud, Financial Crimes in FY 2020Investigations involved fraud claims for Economic Impact Payments, PPP loans and the CARES Act.
November 20, 2020
Quiz: Do You Know These Real Estate Tax Facts?Take our quiz to test your expertise in the taxation of real estate and REITs.
November 18, 2020
6 Financial Planning Tips to Close Out the Year of COVIDSome of these planning opportunities, intended to help people cope with the pandemic, won't be around in 2021.
November 17, 2020
Should Clients Sell Stocks to Fund Their Dreams?Advisor Paul Pradel tells ThinkAdvisor how he counsels his wealthy clients who are rethinking their financial priorities — and their biggest stock holdings.
November 17, 2020
No, Democrats Aren't Gunning for an ETF Tax HikeDan Clifton of Strategas Securities says the Biden White House will focus on more broad-based tax hikes.
November 17, 2020
Webinar to Spotlight Top Tax Issues of 2021Set for 2-3 p.m. ET Wednesday, the online discussion will feature tax experts Robert Bloink and William H. Byrnes.