Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
IRS Indefinitely Extends E-Signature Authorization
By John ManganaroThe acceptance of digital signatures on key documents continues "until more robust technical solutions are deployed."
October 31, 2023
Ed Slott: Yes, IRA Rollovers Are Advice Under New DOL Fiduciary RuleThat means advisors must know the tax rules for each rollover option, the IRA expert tells ThinkAdvisor.
October 30, 2023
New York, New Jersey Muni-Bond Buyers Reap Net Yields Near 10%In states like California and Texas, investors in the top tax bracket can reap yields ranging from 8% to 10%.
October 27, 2023
How a Creative Planning Advisor Helps the Wealthiest ClientsSupporting ultra-wealthy clients involves investment management, estate planning risk management and much more, Brenna Saunders says.
October 27, 2023
Fidelity Wants to Break Into an ETF Market Dominated by VanguardFidelity said portfolio managers in charge of funds with a dual-share structure could engage in "careful tax management."
October 25, 2023
Demand for RIAs Will Keep Growing, Schwab Execs SayToday's top clients want "real guidance," not product sales, Advisor Services head Bernie Clark says.
October 24, 2023
LPL Adds Tax Planning Service for AdvisorsThe offering pairs the firm's tax professionals with advisors to create proposals to improve clients' financial outcomes.
October 23, 2023
Massachusetts Doubles Estate Tax ExemptionYet the state is still "one of the most expensive places to die," Ed Slott says.