Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Two Exceptions to FTC's Non-Compete Ban
By Robert Bloink | William H. ByrnesThere are limited exceptions to the ban, which is effective Sept. 4.
June 05, 2024
American College to Roll Out Tax Planning CertificationJeff Levine worked with the college to create the Tax Planning Certified Professional designation.
June 04, 2024
Why 2024 Is a Pivotal Year for TaxesPrepare for a tax fight as the Trump-era cuts expire, says Jeff Bush of The Washington Update.
May 31, 2024
Leaders Need 'Micro-Knowledge' to Achieve Big Goals"Dig in and spend time with your teams," advises Jackson's Scott Golde, Luminaries winner for executive leadership.
May 30, 2024
Show, Don't Tell: How to Boost Advisor Confidence Around Complex TopicsImages can help make topics like tax and estate planning clearer for clients and advisors. Here's an example.
May 28, 2024
How Taxes Will Be Shaped by the 2024 ElectionsSome of the 2017 tax cuts expire next year, and a nasty battle is brewing about renewing them.
May 28, 2024
Ed Slott: Your Clients Have a Big 401(k) Rollover ProblemEmployees leaving companies need more help understanding their options and the tax consequences, Slott tells ThinkAdvisor.
May 24, 2024
How to Avoid the No. 1 Value Killer in Retirement PortfoliosPoor tax management can cost clients big time, Barrett Ayers of Adhesion Wealth says. Here's what he recommends.