Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
7 Ways to Help Business-Owner Clients at Year-End
By Jason EarlyFinancial reviews can kick start detailed discussions about retirement scenarios that clients may not have previously considered.
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.
December 12, 2024
SEI Acquires LifeYield to Boost UMA CapabilitiesThe Boston-based firm provides technology that enables tax-efficient investing at significant scale.
December 10, 2024
Trump Will Have a Big Impact on Client PortfoliosYes, the next four years will be very different from the past four.
December 06, 2024
Choreo Launches Automatic Tax Assessment and Management ToolAmong the features, developed with Smartleaf, are strategic tax-loss harvesting and after-tax performance analysis.
December 04, 2024
Dissecting a GOP Senator's Misleading Social Security AttackWhile it’s fair to criticize the program’s shortcomings, stretching the truth doesn’t benefit anyone.
December 04, 2024
Ed Slott: Big Moves Clients Should Not Make Before Year-EndAmong Slott's suggestions: Stop telling clients to beef up their 401(k)s and IRAs.
December 03, 2024
How to Avoid the Tax Trap of the Wash-Sale RuleTech tools can automate oversight of multiple accounts to ensure compliance while protecting investment gains.