Tax Deductions
News updates about tax deductions advisors should consider for their clients.
How to Invest a Year-End Bonus
By Roger WohlnerIt's the end of the year, and your clients are receiving their bonuses. How should they invest them?
December 14, 2022
Quiz: Do You Know These Charitable Giving Tax Facts?Do you know the rules when it comes to tax benefits and deductions for charitable giving?
December 14, 2022
Why Advisors Should Rethink the 'M' in RMDTaking more than "minimum" distributions, or starting earlier, could mean years of lower taxes for clients.
December 07, 2022
The Estate and Gift Tax Exclusion Shrinks in 2026. What's an Advisor to Do?There are steps clients can take to reduce their taxable estate or take advantage of the current limits.
December 05, 2022
Quiz: Do You Know These Annuity Tax Facts?Only the tax-savviest can ace this test, but all advisors can benefit from the refresher.
December 02, 2022
4 Retirement Planning Moves That Can Yield Big Tax SavingsMany investors underestimate the impact their retirement account withdrawal decisions have on their wealth, Ritholtz's William Sweet says.
November 30, 2022
The 8 Best Year-End Charitable Giving Strategies for 2022Purposeful approaches to year-end giving can help you and your clients cultivate generosity while saving on taxes.
November 30, 2022
Plan Now to Avoid Social Security COLA Tax Cliff in 2023Rethinking their funding strategy can help clients mitigate the tax impact of a larger-than-average COLA.