Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Think You Know the Capital Gains Tax Rate? Think Again.
By Joe ElsasserIts tiered structure, including a zero percent rate, can create some interesting opportunities for people in the know.
November 30, 2018
Tax Reform Altered Calculus of Year-End Charitable DeductionsClients should consider their gifting strategies for the next several years to maximize tax benefits that were enacted for this year.
November 29, 2018
Ascensus Offers Data of ABLE Savings BehaviorsAscensus, who administers ABLE accounts, shows the big growth of ABLE accounts on its platform.
November 29, 2018
Americans Plan to Boost Donations This Holiday SeasonDisaster relief and health matters are donors' chief priorities, a survey found.
November 29, 2018
Brady Tax and Retirement Plan Package Hits TurbulenceDemocrats seem to hate it, and budget analysts say it would cost $53 billion.
November 28, 2018
Commonwealth Financial Highlights RIA Focus, Tech and 'Grit' at EventIn Austin, the independent broker-dealer draws nearly 1,200 affiliated advisors to its yearly educational conference.
November 28, 2018
How One Advisor Helps a Family in CrisisThrough a partnership between the Foundation for Financial Planning and the Financial Planning Association, financial professionals like Yusuf Abugideiri have a powerful way to give back.
November 27, 2018
Galvin Warns of Holiday Scams, FraudHolidays are a good opportunity to check in on loved ones for signs of financial exploitation, Galvin says.