Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Warren Kicks Off Presidential Campaign, Offers Estate Tax Proposal
By Allison BellThe Massachusetts Democrat was in Iowa to talk about her goals.
January 02, 2019
What Suze Orman Really Thinks of Financial AdvisorsOrman tells ThinkAdvisor about her 17 years as a broker and what she thinks of digital advice.
December 27, 2018
Tax Loss Selling May Be Factor in December Market RoutWhen the year ends and the tax-loss selling stops, the market could be in a better position to recover.
December 21, 2018
Congress May Leave Big ACA Taxes IntactThe House passed a tax-blocker bill Thursday, but the Senate may leave town without considering it.
December 20, 2018
CFP Board Offers Tax Tips for Charitable ContributionsJill Schlesinger offers tips for donors who want to reap benefits beyond the pride of their good deed.
December 19, 2018
6 Tax Planning Tips to Explore Before Year-EndYour clients need to understand that the TCJA may make their taxes look a lot different.
December 19, 2018
4 Tips to Strengthen Client Relationships Around the HolidaysMorgan Stanley's Sarah McDaniel told ThinkAdvisor about some seasonal opportunities to connect with clients — wealthy ones in particular.
December 13, 2018
3 Tax Moves to Make Before Year-EndLooking to next year's tax season, AICPA's financial planning division offered last-minute tax planning tips.