Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
What to Know About the New Bill Targeting GRATs and 'Abusive Trusts'
By John ManganaroThe Getting Rid of Abusive Trusts Act is intended to make these trusts less attractive for tax avoidance.
March 20, 2024
Focus Financial Taps Flourish for Held-Away Cash ManagementFlourish already works with several firms affiliated with Focus Financial, including Buckingham Strategic Wealth and The Colony Group.
March 18, 2024
Will RIAs Start Using Fixed Rate Annuities in Portfolios?The products represent a relatively attractive way to increase portfolios' potential risk-adjusted, after-tax returns.
March 15, 2024
7 Reasons Roth Accounts Are Better for Retirement Savings: StudyNew research finds retirees tend to spend down pretax accounts faster. Here's why.
March 14, 2024
It's Not Too Early to Start 2024 Tax PlanningClients who have yet to claim Social Security or start RMDs often have a degree of flexibility.
March 14, 2024
Using AI to Give Clients What They Want, but Aren't GettingShowing prospects what AI can do tends to "sweep them off their feet," FP Alpha's Andrew Altfest says.
March 13, 2024
Vanilla Rolls Out Estate Plan VisualizerThe tool, Scenarios, enables advisors to visualize potential federal and state estate tax mitigation strategies in real time.
March 13, 2024
Credit Suisse Client in Tax Dodge Case Gets $15M BailDan Rotta, 77, was arrested Saturday in Miami and must remain under house arrest with electronic monitoring, a federal judge ruled.