Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
4 Key Advantages of Roth Conversions for Retired Investors
By Jeff BermanVanguard's global head of advice methodology provided an explainer on Roth conversions during the FPA online conference.
September 30, 2020
16 Big Estate Planning Mistakes Clients Make: Advisors' AdviceAdvisors have rescued many a client, and countless heirs, from potentially costly estate plan missteps.
September 30, 2020
Trump, Biden Spar in Presidential Debate Like No OtherThe candidates disagreed about policies for the economy, taxes and much more as interruptions dominated the event.
September 29, 2020
GOP Pushes for Probe of Trump Tax Leak as Biden Releases Tax ReturnsThe Democratic candidate went public with his 2019 tax returns a few hours ahead of the first presidential debate Tuesday.
September 28, 2020
5 Predictions for Retirement Plans With Biden as PresidentBiden's economic plan would address Social Security, 401(k)s and auto-IRAs.
September 28, 2020
Advisors React to Times Report on Trump's Tax ReturnsOne CPA said his biggest concern was that clients would ask: "How can I pay no taxes like Trump?"
September 27, 2020
Trump Paid Minimal Income Taxes in 2016, 2017: ReportThe New York Times also found that Trump may be using consulting fees as a way to pay his children.
September 25, 2020
9 Pro Athletes Who Were Charged With Financial MisdeedsWide receiver Josh Bellamy is in PPP loan-related trouble, but he's not the only professional athlete who's caught the eye of regulators.