Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
IRS Offers Relief to Ex-Citizens Who Owe Taxes
By Elizabeth FestaThe relief is only extended to some expatriated individuals, not estates, trusts or corporations.
August 29, 2019
Ed Slott: IRS Ruling Could Alter RMD TimingA ruling on uncashed distribution checks may require advisors to be more careful with RMDs.
August 27, 2019
IRS Updates Views on Some Annuity FeesAccording to IRA expert Ed Slott, the ruling is good "for both advisors and consumers," though he adds that "no two annuities are exactly alike."
August 26, 2019
IRS Ruling on Uncashed Retirement Distribution Checks Leaves Unanswered QuestionsIRS rules a mandatory distribution from a qualified plan that is sent and received in one year but not cashed in that year, is nevertheless taxable.
August 26, 2019
$300M Wells Fargo Team Breaks Away to Join DynastyThe new RIA is led by Chuck Cooper, CFP, a former branch manager in Lee's Summit, Missouri.
August 15, 2019
Using Insurance to Help Wealthy Clients 'Disinherit the IRS'Beverly Hills advisor Matthew Celenza tells ThinkAdvisor about his insurance-focused approach, which he's rolling out to other RIAs.
August 15, 2019
Cetera Says It's on a $19B Growth TearThe broker-dealer network, thanks to its Foresters deal and other factors, has picked up roughly 1,000 advisors.
August 12, 2019
Supreme Court Hands HNW Clients New Trust Planning StrategyThe court has essentially opened the door to trust planning that could avoid state taxation altogether.