Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
New IRS Rules Require BDs to Report Sales, Exchanges of Digital Assets
By Melanie Waddell"Great news all around!" Ric Edelman says of the new requirements.
June 27, 2024
8 New Stats on the Rise of IRAs and 401(k)sBoth assets and the number of active accounts have grown significantly in recent years, EBRI reports.
June 24, 2024
American College Rolls Out CFP Continuing Education PlatformKnowledge Hub+ will feature more than 60 hours of combined CFP and American College course credits available.
June 21, 2024
After 25 Years, Schwab Charitable Has a New NameThe new name is intended to reflect how charitable giving has evolved over the decades.
June 20, 2024
IRS Targets 3 Types of Partnership TransactionsRegulations would address taxpayers shifting the basis of assets between partners or entities to lessen capital gains.
June 20, 2024
Ed Slott: IRAs Are a Ticking Tax Bomb"It would almost be malpractice for any financial or tax advisor to ignore the coming tax storm," Slott says.
June 20, 2024
We Can Stop Advisor Industry Churn: Orion CEONew technology and ways of thinking mean more advisors seek a different way to do business, Natalie Wolfsen says.
June 20, 2024
Supreme Court Leaves Door Open for Wealth TaxIn a closely watched case, the justices upheld a tax on undistributed foreign business income.