Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
An Advisor's Dilemma: Millennial Investors Who Won't Listen
By Jeff BermanRose Swanger of Advise Finance tells ThinkAdvisor tales of two couples: one who listened to her and did OK, and another that didn't and paid the price.
June 30, 2020
Third of Retirement Investors Not Considering Effect of Taxes: NationwideAnd they're open to professional advice, particularly in light of the pandemic, the firm found.
June 29, 2020
The Mega Backdoor Roth ExplainedFor some clients, the mega backdoor Roth strategy is one to consider, if their employer's 401(k) plan allows for it.
June 26, 2020
5 Ways Advisors Can Ease Clients' Tax Concerns NowWith the July 15 tax deadline looming, a TD Wealth senior trust advisor points to ways investors' tax burdens can be lightened.
June 25, 2020
CARES Act Expands NOL Carryback, Reversing 2017 Tax ChangesThe changes allow businesses to carry back losses for 2018, 2019 and 2020 for five years.
June 24, 2020
Navigating the Twists in PPP's Loan Forgiveness RulesWe have recently learned that elements of the SBA's emerging guidance may be effective retroactively.
June 23, 2020
5 New Things to Know About Annuity Prospects and TaxesNationwide has found that even many high-asset retirement savers have big tax literacy gaps.
June 19, 2020
IRS Expands Eligibility for CARES Act Retirement DistributionsThe notice also provides guidance on how individuals will reflect the tax treatment on their federal tax filings.