Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
United Income Launches Total Wealth Return Solution
By Bernice NapachThe new solution simulates 81 different Social Security claiming strategies, among other functions.
September 24, 2018
Why AUM Fees 'Poison' the Advisor-Client Relationship: Bert WhiteheadThe longtime advisor tells ThinkAdvisor about being "vindicated" by the DOL and why massage therapists make great referrers.
September 21, 2018
Recession Not Likely for at Least Another YearAnother recession is inevitable. Do any signs suggest that path? Only a few, for now.
September 20, 2018
Looking to Recruit Millennials? Student Loan Repayment May Be a New HookAn IRS rule change allows student loan assistance in a tax-preferred manner.
September 20, 2018
House Ways and Means Chair Presses IRS to Update Crypto GuidanceTaxpayers need a better understanding of their obligations when it comes to virtual currencies, Rep. Kevin Brady wrote.
September 18, 2018
RightCapital Partners With Betterment for Advisors to Boost RIA ToolsThe partnership is intended to bridge "the gap between advice and planning," RightCapital says.
September 18, 2018
10 Things People Still Get Wrong About the Financial CrisisAll are the result of bias, ignorance, laziness or bad faith.
September 17, 2018
IRS Extends Tax Deadlines for Those Affected by Hurricane Florence; Other Agencies Reach OutThe SEC also says it is monitoring the situation.