Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Key Democrat Revives Plan to Make Capital Gains Tax Due Annually
By Laura Davison and Lynnley BrowningThe move comes as Democrats are envisioning new ways to tax the wealthy.
March 27, 2019
The 10 Key Facts to Understanding AnnuitiesThe world of annuities has many facets that are hard to decipher, so here are some of the important facts to know.
March 25, 2019
Advisors' Advice: 9 Big Mistakes We MadeAdvisors talked about mistakes they have made in their careers and how they moved forward.
March 22, 2019
Family Conflict Is Greatest Threat to Estate Planning: TD Wealth SurveyEstate planning experts are also concerned about market volatility and tax reform in 2019, according to the survey.
March 21, 2019
IRS' Top 12 Tax Scams to Avoid: 2019Technology helps the IRS catch offenders, but taxpayers still need to be wary.
March 19, 2019
Millennials Now Make Up Nearly Half of the Super-Wealthy: SpectremA Spectrem Group report finds that millennials make up the largest share of investors with more than $25 million.
March 19, 2019
HD Vest-1st Global Deal: 'The Consolidation Continues'Michael Kitces called the deal "big news, but not at all surprising."
March 19, 2019
HD Vest Parent to Acquire 1st GlobalThe deal unites tax-minded advisors and could create an IBD with 4,500 reps and $60 billion in assets.