Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Bull Market Turns 10: Do You Know Where Your Portfolio Is?
By Ginger SzalaIf you haven't rebalanced in a while, you may be in for a shock, Envestnet's Tim Clift says.
March 07, 2019
Why So Many NFL and NBA Players Go BrokeGerald Graves tells ThinkAdvisor some common financial pitfalls of pro athletes, who often amass a life's income before 30.
March 06, 2019
An Opportunity Zone Fund Checklist for AdvisorsHow to assess these funds while IRS regulations still need to be finalized.
March 05, 2019
Democrats Introduce Bill to Tax Stocks, Bonds, DerivativesLawmakers argue the bill would generate billions in revenue while reducing inequality and market volatility.
March 05, 2019
Spurned Lawmakers Press IRS Again on Form 1040 Usability DataRep. Richard Neal wants to know why a usability survey was removed from the IRS website.
March 05, 2019
Top 10 Tax Facts for Individual Clients in 2019 You Need to KnowMany clients are now starting to wonder how the 2017 tax reform law will affect their 2019 taxes.
March 05, 2019
Unexpected Ways to Reduce RMDs, Optimize Retirement Cash FlowThese tax-savvy tactics will help you look closely at how a client's assets and their tax treatments interact.
March 05, 2019
Senate Finance Chair Floats Tax Extenders BillThe bill retroactively extends expired provisions, including those affecting mortgage insurance and tuition expenses.