Tax Deductions
News updates about tax deductions advisors should consider for their clients.
The Estate and Gift Tax Exclusion Shrinks in 2026. What's an Advisor to Do?
By Roger WohlnerThere are steps clients can take to reduce their taxable estate or take advantage of the current limits.
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.
November 18, 2022
Why Late 2022 Is a Great Time for Roth IRA ConversionsRoth conversions are a great opportunity, given current market dynamics and the threat of future taxes hikes.
November 17, 2022
Trump Ex-CFO Tells Jury He and Others Committed Tax Fraud"I committed those crimes with Jeff McConney, who I dealt with directly, and Trump Payroll and the Trump Corporation," he said.
November 16, 2022
4 Retirement Tax Challenges to Consider During an Economic DownturnRocky markets hurt nearly and newly retired investors, but they also deliver key tax planning opportunities.
November 15, 2022
10 Retirement Planning Steps for Clients to Take Before 2023The market dislocations of 2022 have caused significant pain but also raised significant retirement planning opportunities.