Tax Deductions
News updates about tax deductions advisors should consider for their clients.
10 Timely Tax Issues to Discuss With Clients
By John ManganaroTax law changes are expected in the future as the 2017 tax overhaul inches toward expiration.
January 27, 2023
Slott, Levine: 7 Useful Facts About Tax Diversification and RetirementIt's a simple concept, but putting it into practice is anything but, Ed Slott and Jeff Levine say.
January 27, 2023
Secure 2.0: How to Use New RMD, Roth Account Rules in Client PlansSecure 2.0 created planning options for you and your clients, provided you know when to use them.
January 25, 2023
Why Standard Deductions Will Fit Most ClientsEven if you are not a tax advisor, knowing the basics can help.
January 24, 2023
Why Your Next Go-To CPA Partner Could Be OffshoreFinancial planning professionals will have to search harder and harder for trusted CPA partners in the coming years.
January 05, 2023
Don't Let Excess 401(k), IRA Savings Cause a Cash CrunchAdvisors should help clients balance pretax savings with funds that can be accessed in an emergency.
December 30, 2022
How Is Crypto Taxed? Your Crypto Tax Guide for 2023From capital gains and losses to crypto-specific transactions to wash-sale rules, there's a lot to know.
December 21, 2022
How to Invest a Year-End BonusIt's the end of the year, and your clients are receiving their bonuses. How should they invest them?