Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Who Can Deduct Medicare Premiums?
By Bethany CissellOne type of client can do this more than another.
March 22, 2024
3 Ways to Help Clients Minimize 2023 Tax Liability NowThe year has been over for months, but there are still ways to help.
March 21, 2024
What to Know About the New Bill Targeting GRATs and 'Abusive Trusts'The Getting Rid of Abusive Trusts Act is intended to make these trusts less attractive for tax avoidance.
March 20, 2024
Here Are the State Tax Bills for Wealthy Clients to Watch in 2024Surtaxes on the rich are stuck in committee. Estate planning law updates and cryptocurrency measures are moving.
March 20, 2024
HSA Planning After 55: What Your Clients Might Not KnowWhile most employees are familiar with the account's tax benefits, issues specific to older workers are often ignored.
March 20, 2024
Focus Financial Taps Flourish for Held-Away Cash ManagementFlourish already works with several firms affiliated with Focus Financial, including Buckingham Strategic Wealth and The Colony Group.
March 18, 2024
Will RIAs Start Using Fixed Rate Annuities in Portfolios?The products represent a relatively attractive way to increase portfolios' potential risk-adjusted, after-tax returns.
March 14, 2024
It's Not Too Early to Start 2024 Tax PlanningClients who have yet to claim Social Security or start RMDs often have a degree of flexibility.