Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
At Edelman, M&A Is a 'Cultural Alignment,' Not a 'Conveyor Belt'
By Jane Wollman RusoffThe financial planning firm prioritizes integration when selectively adding RIAs, executive Suzanne van Staveren maintains.
December 23, 2024
The Most Confusing Inherited IRA Questions, AnsweredThe RMD rules vary depending on who inherits the account — and some beneficiaries have more options than others.
December 21, 2024
Biden Signs Anti-Shutdown Bill With Some Medicare Funding ProvisionsThe final American Relief Act excludes the Medicare plan directory and cancer blood test provisions.
December 19, 2024
New Bill Allows U.S. Expats to Be Taxed as 'Non-Residents'Americans living abroad could elect to taxed only on U.S.-sourced income and gains.
December 18, 2024
7 Ways to Help Business-Owner Clients at Year-EndFinancial reviews can kick start detailed discussions about retirement scenarios that clients may not have previously considered.
December 16, 2024
What's Next for the Markets in 2025? Tune In Dec. 18Carson Group's Ryan Detrick, Hightower's Stephanie Link and Orion's Tim Holland look ahead, at 1 p.m. ET.
December 13, 2024
Death and Retirement Tax Changes Could Add $723B in Revenue Over 10 Years: CBOThe projected value of changing asset transfer rules and cutting IRA and 401(k) contributions is up from $209 billion in 2020.
December 13, 2024
10 Worst Cities for Property TaxesHere's where homeowners pay the most, relative to their home values, according to SmartAsset, which examined 342 cities.