Tax Deductions
News updates about tax deductions advisors should consider for their clients.
10 Tax Questions Self-Employed Clients Might Ask
By Emily HolbrookWhether your client's business is a side hustle or a main gig, they face some complicated tax rules.
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.
November 21, 2022
12 Top Tax Questions About Capital Gains, Losses and Worthless SecuritiesYour clients have questions about how 2022's volatile market will impact their tax bill. Here's how to respond.