Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Secure Act's MEP Changes Are a Game Changer for 2020
By Robert Bloink | William H. ByrnesThe Secure Act fundamentally changed the nature of MEPs and needs to be examined for its impact on clients.
January 07, 2020
Secure Act Quirk Opens a Tax Savings Window in IRAsPlanner and CPA Jeffrey Levine finds that declining to take a deduction could pay off later.
January 06, 2020
Identity Theft Drops for Third Year in a Row: IRSIt credits an "aggressive" push involving interagency cooperation for the drop.
January 03, 2020
IRS Updates Guidance on Virtual Currency DonationsWhat charitable donors and recipients should know about the tax treatment of cryptocurrency contributions.
December 30, 2019
How a TAMP Can Help Advisors in Times of Market TurmoilThose who don't use one may be forced to choose between focusing on reallocating portfolios or trying to reassure clients.
December 30, 2019
RIA to Buy Tax Practices on East, West CoastsMariner Wealth says it is acquiring G. M. Bremer & Associates and David G. Miller & Associates.
December 30, 2019
Vanguard Lowers Expense Ratios on 9 ETFs: Portfolio ProductsAlso, LifeYield announced a new integration with Orion Advisor Tech, a division of Orion Advisor Solutions.