Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Biden's Tax and Spending Plans: Running the Numbers
By Melanie WaddellThe Tax Policy Center updates its estimate of the financial effects of policies like raising the estate tax and expanding child tax credits.
October 09, 2020
4 Tax Planning Moves to Make if Trump Wins ReelectionWhile Trump has no formal second-term tax platform, he has suggested a few possible changes.
October 08, 2020
SEI Launches Investor Tax Savings Report for Advisors: Tech RoundupAlso, Advisor Group enhances its MyCMO marketing platform and JPMorgan teams with 55ip.
October 07, 2020
9 Ways Your Clients' Taxes Could Change Under BidenMany will affect high earners, so advisors should be prepared, according to CPA Jeffrey Levine and other tax pros.
October 06, 2020
Software Giant John McAfee Arrested; Charged With Tax Evasion, Crypto SchemeThe antivirus software pioneer was arrested in Spain and is awaiting extradition.
October 06, 2020
Ed Slott: Advisors Falling Behind on Reg BI Rollover Compliance"Most advisors don't have a process" to discuss the pros and cons of rollover options, Slott tells ThinkAdvisor.
October 06, 2020
IRS Extends Deadline to Register for Stimulus PaymentThe IRS is providing more time for non-filers to register to get their $1,200 economic impact payment.
October 05, 2020
4 Key Advantages of Roth Conversions for Retired InvestorsVanguard's global head of advice methodology provided an explainer on Roth conversions during the FPA online conference.