Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
5 Ways the Secure Act Would Affect Retirement, 529 Plans
By Janet LevauxAdvisor Jeffrey Levine breaks down the sweeping retirement bill.
December 10, 2019
11 Year-End Tax Tips for 2019Clients may not be aware of some of these, since parts of the tax law took effect only this year.
December 04, 2019
Skip the Cash Gift, Try a Kiddie Roth IRA for the HolidaysAn often overlooked tool for helping children or grandchildren begin their savings program is the Roth IRA.
November 26, 2019
10 Investment Tax Facts You Should KnowFrom Bitcoin to mutual funds to ETFs, test your knowledge on how a range of investment vehicles are taxed.
November 26, 2019
SALT Cap Ruling Challenged on Appeal by 4 Eastern StatesNew York, Connecticut, Maryland and New Jersey will take their challenge to the federal appeals court in Manhattan.
November 25, 2019
Year-End Tax Opportunities to LeverageIt's time to consider Roth conversions and harvest some losses and gains.
November 22, 2019
IRS Issues Final Regs on Gift and Estate Tax ExclusionLarge gifts made between 2018 and 2025 will not lose the tax benefit of the higher exclusion level once it decreases after 2025.
November 21, 2019
12 Companies That Paid the Lowest Tax Rates in 2018The average tax rate for the S&P 100 was some 15 percentage points lower than in 2017, largely due to the tax overhaul.