Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Social Security Claiming: The Classic Case of Divorce
By John ManganaroAn ex-spouse can generally get 50% of the former partner's primary benefit, regardless of when it's claimed.
April 08, 2024
15 Portfolio Spring-Cleaning Tips: Advisors' AdviceTidying up a client's portfolio can save them time, hassle and money, according to this group of financial advisors.
April 05, 2024
3 Ways to Boost Your Services — and Your Advisory FeesAdvicePay found that in 2023, average pricing for monthly subscriptions was $265, a 6% year-over-year increase.
April 03, 2024
Cambridge Rolls Out 'Personal CFO' Service for Wealthy ClientsThe new service includes cash-flow management, tax planning, wealth protection and more for HNW and UHNW investors.
April 01, 2024
15 States With the Lowest Tax Rates: 2024U.S. households pay often drastically different amounts, and types, of state and local taxes.
March 28, 2024
Debate: With Direct File, Is the IRS Inviting Conflict of Interest?The pilot program offers eligible taxpayers in 12 states a cost-free way to submit their federal returns.
March 27, 2024
RIA Integrated Partners Helps Accounting Firm Launch Wealth UnitThe new partnership is a direct response to the growing complexity facing advisors and clients alike.
March 27, 2024
Tax the Rich Is Actually a Popular Bipartisan Stance, Poll ShowsMajorities of voters in seven swing states say they favor raising taxes on those earning more than $400,000.