Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
HNWs Don't Know What to Do With Their RMDs: Survey
By Marlene SatterVia Allianz Life, here is a situation where retiring clients need your advice.
November 07, 2018
Tax Reform Hits 1031 Exchanges With Hidden PenaltyIRS' proposed regs contain an unwelcome surprise for certain clients engaging in like-kind exchanges of real estate.
November 07, 2018
Honoring Advisors Who Serve(d): Veterans Day, 2018On this 100th anniversary of Veterans Day, we serve up 11 stories by military veterans in the advisory world.
November 06, 2018
Tax Pain May Hit Some Mutual Fund Shareholders: BenzMorningstar's Christine Benz outlines the double whammy that might hit mutual fund investors this year.
November 02, 2018
Retirees Lack Awareness of Income Tax Hits: Nationwide"Building tax flexibility into a retirement income plan is crucial," said Nationwide's Eric Henderson.
November 02, 2018
How Much Do Families Leave Behind by Not Using 529 Plans?A Morningstar analysis looks at the effect of using a 529 college savings plan instead of other savings vehicles.
November 02, 2018
Want a Divorce? Better Do It NowTax overhaul kills alimony deduction for divorces after 2018; reaching a deal soon could mean tens of thousands in savings.
November 01, 2018
Is Inflation Indexing of Capital Gains Good? Bloink & Byrnes Go Thumb to ThumbProfessors Bloink and Byrnes, who hold opposing political viewpoints, share their opinions on the Trump proposal to index capital gains taxes for inflation.