Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
IRS Raises 401(k), IRA Contribution Limits for 2019
By Marlene SatterThe IRA and Roth IRA contribution limit will be raised for the first time since 2013.
October 24, 2018
Judy Diamond Launches New API to Verify Tax ID DataThe move comes after a recent IRS decision to redact some taxpayer data for privacy reasons.
October 24, 2018
Top House GOP Tax Writer Commits to Trump's 10% Middle-Class Cut"Republicans are scrambling because voters saw through their tax scam," Rep. Richard Neal, D-Mass., responded.
October 22, 2018
4 Ways Advisors Can Support Clients With DementiaClients with dementia are vulnerable, and advisors must protect their financial interests.
October 18, 2018
Raymond James Nabs $1.5B Reps From Wells Fargo, Morgan Stanley and LPL: Recruiting RoundupMeanwhile, LPL Financial adds advisors from the Cetera broker-dealers; SagePoint and Securities America share details on their latest hires.
October 17, 2018
How These Advisory Firms Are Reinventing the Value PropositionThey outsource investment management to focus on services that differentiate their offerings from others.
October 15, 2018
Your Annuity Can Do MoreYou can give three types of clients what they desperately need.
October 15, 2018
Top 10 Most Tax-Friendly States in US: 2018In honor of the 2017 tax return extension deadline, check out this list via Kiplinger.