Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Crucial Tax Deadline Looms for Opportunity Zone Fund Investors
By Bernice NapachIn addition, the IRS has just finalized more flexible opportunity zone regulations.
December 23, 2019
What the 'Father of 401(k)s' Thinks of the Secure ActTed Benna, Morningstar's Christine Benz and others talk to ThinkAdvisor about the new law and other hot retirement topics.
December 23, 2019
Philanthropy 2020: Looking Backward to Go ForwardAlthough charitable giving remains strong, tax efficiencies might be key.
December 23, 2019
10 Charitable Giving FAQs You Should KnowAs the year winds down, make sure you (and your clients) know the difference between a charitable remainder annuity trust and a charitable gift annuity — among other concerns.
December 19, 2019
House Passes Temporary Repeal of SALT Deduction LimitThe bill doubles the cap for the 2019 tax year and repeals it for 2020 and 2021.
December 18, 2019
For Tax-Preferred Charitable Gifts, Use This Workaround by Year-EndThe QCD provides a valuable tax benefit for charitably minded clients hurt by the tax reform changes.
December 18, 2019
Taxes Are One Thing – Not The Only ThingYour clients should not let their after-tax returns suffer simply because they're afraid of paying taxes.
December 17, 2019
The Mega Backdoor Roth IRA and Other Ways to Maximize a 401(k)Many 401(k) plans allow after-tax contributions, creating financial planning opportunities that are often overlooked.