Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
What Cetera's $1B Avantax Deal Means for the Future of Advice: MyVest CEO
By John ManganaroThe acquisition highlights intense consolidation and a deeper focus on tax-aware planning, he says.
September 26, 2023
The Seven Deadly Sins of Year-End Financial PlanningThese lapses could tempt your client to forsake you for another advisor.
September 20, 2023
New IRS Unit to Focus on Tax Dodging by Pass-ThroughsThe unit will crack down on large partnerships using pass-throughs to shield income, IRS' commissioner said.
September 20, 2023
Why XYPN Ended Its Tax Service for AdvisorsThe firm "couldn't find a way to make the economic model work" despite demand, CEO Alan Moore said.
September 19, 2023
5 Trends Shaking Up Advisor Value Propositions NowIf your main selling point is that you're a fiduciary offering mutual fund portfolios, prepare to be disrupted.
September 19, 2023
Jamie Hopkins to Lead Bryn Mawr Trust Private Wealth TeamHopkins revealed plans to leave Carson Group earlier this month.
September 18, 2023
IRS to Hire 3,700 Agents to Audit Wealthy Tax DodgersThe new hires will be specialized agents focused on high earners and complex partnerships, the IRS says.
September 15, 2023
9 Inflation-Related Tax Predictions for 2024 Retirement PlanningBloomberg Tax has projected the IRS' annual inflation adjustments for key tax thresholds and deferral limits.