Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
7 Need-to-Know Details About Tax-Exempt Gifting
By John ManganaroThere’s a lot more to consider in 2025 than the $19,000 per-beneficiary limit on such gifts.
January 15, 2025
How Tax Rules for the New Annuity Spigots Might WorkLife insurers are trying to create a new class of income planning tools.
January 15, 2025
IRS Extends Tax Deadlines for California Wildfire VictimsAffected taxpayers have until Oct. 15 to file various federal individual and business tax returns and make payments.
January 14, 2025
Prudential Joins Effort to Sell New Way to Tap Retirement AssetsThe company is teaming up with FIDx and DFA to create an "insurance overlay" for the assets clients already have.
January 14, 2025
FP Alpha Releases Standalone Tax ServiceThe offering helps advisors optimize charitable giving, Roth conversions and other tax strategies.
January 14, 2025
IRS Releases Roth Catch-Up GuidanceNewly proposed regulations answer some major questions created by Secure 2.0.
January 13, 2025
Carson Group Acquires Tax-Focused Team, Names Chief Tax StrategistAcquiring Taylor Financial Group will allow Carson Group advisors to better manage clients' complex tax scenarios.
January 13, 2025
SALT Deduction Cap Talk With Trump ‘Positive,’ Lawmakers SayThe meeting held Saturday focused on the $10,000 cap set to expire for tax years after 2025.