Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
How to Avoid a Tax Audit When Moving to a Lower-Tax State
By Bernice NapachIf you're a financial advisor whose client wants to move, be warned: The state may be watching.
August 05, 2019
IRS' National Taxpayer Advocate RetiresNina Olson was the force behind the agency's Taxpayer Bill of Rights.
August 05, 2019
ETFs Are More Tax-Efficient Than Mutual Funds. Here's Why.Outflows tend to hurt open-end mutual funds' tax efficiency, while ETFs tend to be resilient.
August 05, 2019
House Floats 'Flexible Giving Accounts' for EmployeesA new bill would allow employees to set aside pretax money to give to charity.
July 31, 2019
Donors Set Records at Schwab, Fidelity CharitableThe 2017 tax law has encouraged donors to "bunch" contributions to donor-advised funds, Schwab Charitable says.
July 29, 2019
Supersize a Roth 401(k) With Backdoor ContributionsSome clients may be able to stretch the limits of a Roth's tax-free withdrawals by contributing to a backdoor Roth 401(k).
July 25, 2019
June Stock Market Bolstered Americans' Financial Satisfaction: AICPAFinancial pain felt by consumers was at pre-recession lows, the accountants' group reported.
July 22, 2019
NASAA Releases Investor Alert on Opportunity Zone FundsNASAA's Michael Pieciak discusses what investors should ask before buying in.