Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
10 Must-Knows to Get the Most Out of Charitable Giving
By John ManganaroWhen it comes to tax-efficient donations, there's a big gap between client expectations and advisors' service delivery.
January 25, 2024
Cetera Takes Stake in $2.8B Wealth FirmThe investment is the 13th by the financial services provider in an advisory firm over the past year.
January 24, 2024
Quiz: How Well Do You Know Annuities?These retirement income vehicles offer various pros and cons, and many can be tailored to a client's needs.
January 24, 2024
529-to-Roth Rollovers: What We Still Don't KnowClients and advisors would be wise to tread carefully until the IRS provides more clarity.
January 24, 2024
He Fled California Taxes. Now He's Fighting Them in WashingtonWashington has no state income tax but does have a 7% levy on capital gains over $250,000, which raised $900 million its first year.
January 23, 2024
Debate: Would This HSA Expansion Bill Help Taxpayers?Legislation would increase contribution limits while also allowing employers to fund individual accounts in lieu of offering coverage.
January 23, 2024
How a Top-Ranked Advisor Saves Her Wealthy Clients MillionsIt's about much more than investments, Sara Rajo-Miller Wendt of Miracle Mile Advisors tells ThinkAdvisor.
January 23, 2024
At Schwab Charitable, Giving Jumped 31% in 2023The firm's account holders granted nearly $1.5 billion during the holiday season alone.