Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
5 Humble Suggestions on Transitioning Clients to Junior Advisors
By Nick DefenthalerAt 34, I'm managing nearly 100 client relationships transferred to me by other planners. Here's how to make the process go smoothly.
October 29, 2020
YCharts Adds Dynamic Model Portfolios: Tech RoundupAlso, Apex Clearing teams with Altruist to provide advisors a "frictionless" investing experience.
October 27, 2020
PPP Loan Forgiveness: SBA Offers Relief for Small Loan RecipientsClients who borrowed $50,000 or less are eligible and should be advised about what this valuable option can (and cannot) do.
October 27, 2020
IRS Announces Income Tax Adjustments for 2021The estate and gift tax exemptions saw the biggest increases, says Ed Slott.
October 27, 2020
New House Bill Would Boost RMD Age to 75The bill includes several other changes related to 401(k)s and IRAs.
October 26, 2020
IRS Boosts 2021 Income Limits for Deductible IRA ContributionsThe tax authority also announced changes to estate and gift tax exemptions for 2021.
October 26, 2020
IRS Again Extends Deadline for $500-Per-Child Stimulus PaymentThe previous deadline was Sept. 30.
October 26, 2020
These Bonds Could Benefit From a Democratic SweepHint: They tend to attract more buyers when taxes rise.