Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Why Monte Carlo Is 'Pretty Terrible' for Analyzing Annuities
By John ManganaroTraditional statistical analyses fall short in showing how annuities affect financial plans, Derek Tharp says.
October 16, 2024
XYPN Unveils 'New Path to Independence' via Corporate RIA, With a TwistThe Sapphire offering differs from other corporate RIAs in key ways, co-founders Michael Kitces and Alan Moore say.
October 15, 2024
Commonwealth Rolls Out Tax Planning, Efficiency Tools for AdvisorsWayne Bloom says he likes to think of Commonwealth as a time merchant for advisors.
October 14, 2024
Jeff Levine Joins Tax Planning Faculty at American CollegeLevine will help advisors meet client demand for tax-informed planning.
October 10, 2024
How Clients Can Spend Health Savings Dollars WiselyClients may be surprised about the types of expenses that may qualify for HSA or FSA reimbursement.
October 10, 2024
Trump Vows to End Income Taxes on Americans Living AbroadCurrently, all expats must file tax returns but those who make $126,500 or less aren't required to pay any U.S. taxes.
October 09, 2024
Boston Residents Face 28% Tax Hike as Office Values SlumpThe move would happen if the state legislature fails to sign off on a proposal to temporarily raise commercial rates before Nov. 30.
October 09, 2024
Annuities Can Provide Tax Bracket CushionsAnnuities are not just for middle-income retirement savers, a CFP says.