Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Medicare and Social Security Fair Share Act Boosts Taxes on Wealthy
By Melanie WaddellThe bill would apply the Social Security payroll tax to wage, self-employment and investment income above $400,000.
July 11, 2023
Schwab Sweeps $1M-Plus Clients Into New Private Client ServicesThese clients now have access to a dedicated Schwab consultant at no additional cost.
July 10, 2023
To Hedge Against Estate Tax Exclusion Changes, Try DisclaimersA sales coach has an idea for helping clients facing the Year 2026 problem.
July 10, 2023
IRS Issues New Guidance on Stock Buyback TaxCorporations do not yet have to pay the tax but should keep records, the IRS confirmed.
July 07, 2023
8 Reasons to Sell Company StockClients receiving stock-based compensation need your expertise and objectivity in advising on the best way to utilize it.
June 30, 2023
These State Tax Changes Kick In July 1Income, payroll and cannabis tax changes are among those taking effect in various states.
June 27, 2023
IRS to Pilot Free Tax Filing Tool in 2024Sen. Warren and other Democrats are applauding the IRS announcing it is "taking steps to begin a pilot project for the 2024 filing season."
June 26, 2023
Can Congress Tax Unrealized Gains as Income? Supreme Court May DecideThe case, Moore v. United States, could have implications for the debate over wealth taxes.