Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
IRS Sets Saturday Office Hours
By John ManganaroFunding to expand the availability of taxpayer assistance centers comes from the Inflation Reduction Act.
February 13, 2024
Mastering the Art of Life Insurance Settlements and Taxation in 2024Here's a guide to how selling policies affects clients' taxes.
February 12, 2024
An Asset Manager's Key to Boosting After-Tax WealthFrank Pape of Frontier talks about tax-friendly investment processes and why advisors should stop discussing "standard deviations."
February 08, 2024
How to Opt Out of Inheriting an IRABeneficiaries seeking to avoid gift and income tax consequences can execute a "qualified disclaimer" to decline the inheritance.
February 07, 2024
12 Filing-Season Tax Facts for 2024These must-knows can help you answer clients' questions and get them organized.
February 06, 2024
When Clients Are Laid Off, How to Ease the Sting: Advisors' AdviceAdvisors helping clients through low moments can set themselves up to retain business when good times return.
February 06, 2024
Bond Ladders Gain Traction in Direct IndexingDirect indexing isn't just for stocks, Jonathan Rocafort of Parametric says.
February 06, 2024
Long-Awaited Secure 2.0 RMD Guidance, and More, Expected This YearClarity on a number of retirement provisions could come soon, former Treasury official J. Mark Iwry tells ThinkAdvisor.