Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Your Annuity Can Do More
By Craig HawleyYou can give three types of clients what they desperately need.
October 12, 2018
Donors May Not Understand How Tax Reform Affects GivingFidelity Charitable poll finds six in 10 Americans plan to itemize in 2018.
October 12, 2018
How Advisors Can Access Hundreds of Wealthy Clients With Just One RelationshipAnthony Lombardi tells ThinkAdvisor how he "cracked the code" to working with CPAs, who "desperately" need advisors.
October 10, 2018
College Endowments Hit Record Values, and Maybe Ire of LawmakersThe schools' opposition to a new tax on the fattest endowments doesn't come at an ideal time.
October 04, 2018
The Big Hole in Estate Plans: Digital AssetsEven the most carefully constructed estate plan often overlooks a client's digital assets. A plan is essential as both state and federal laws can create roadblocks to accessing digital assets
October 03, 2018
IRS Clarifies Rules on Business Meal DeductionsThe 2017 tax overhaul repealed entertainment-related deductions but didn't lay out rules for business meals.
October 03, 2018
Rep. Himes Floats Portable Retirement, Investment Accounts BillAccount holders, employed or not, could move their account to their own financial institution or make choices from a slate of investment options.
October 02, 2018
3 Ways an Advisor Can Become a Local CelebrityIndependent advisors can't afford to be "the best kept secret" if they want to grow and remain profitable.