Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Know the Risks: Using Your Clients' 401(k) Logins
By John ManganaroHelping clients manage their retirement accounts this way comes with big risks, David Goldman of Pontera says.
January 31, 2024
House GOP Mulls New Tax Bill on SALT DeductionThe bill could double the cap on the state and local tax deduction for couples, news reports said.
January 31, 2024
How Envestnet Is Powering a New Approach to Serving Wealthy ClientsEnvestnet is seeing high demand for both high-end and low-end client suppport, Dana D'Auria says.
January 30, 2024
6 Things to Know About the Bill to Repeal Tax on Social SecurityAnalysis shows that the You Earned It, You Keep It Act could actually reduce the federal debt.
January 29, 2024
New Bill Repeals Social Security Tax, Raises Cap on WealthyIt would "be fully paid for by raising the cap for individuals earning more than $250,000 annually," said Rep. Yadira Caraveo.
January 29, 2024
10 Commandments for Investing in 2024A good advisor gives clients the right views on market events and adds value, whether stocks are headed up or down.
January 29, 2024
Ex-IRS Contractor Who Leaked Trump & Billionaires' Tax Data Gets 5 Years in PrisonEarlier, Charles Littlejohn admitted to taking tax information about thousands of wealthy Americans, like Jeff Bezos, and passing it to ProPublica.
January 29, 2024
Tax Bill With 100% Bonus Depreciation May Get House Vote This WeekIt also expands the small business expensing cap, increasing the immediate write-off to $1.29 million.