Tax Deductions
News updates about tax deductions advisors should consider for their clients.
Boost Your Value by Seeing How Taxes Are Part of Every Financial Decision
By Todd MackayA stong understanding and appreciation of how tax shifts apply to clients can add an extra dimension (and appeal) to your practice.
December 14, 2021
Debate: Should Congress Raise the SALT Cap?Professors Robert Bloink and William H. Byrnes discuss whether the House or Senate tax cap proposal would serve Americans better.
December 13, 2021
Top 5 Tax Tasks to Tackle With Clients Before Year-EndAdvisors are wise to prep their client for 2022 by also working with their CPA.
December 07, 2021
The Case for Fixed Indexed AnnuitiesAn advocate for the products talks about why he believes your clients need them.
November 17, 2021
7 Important Tax, Retirement Topics for Year-End PlanningA lot of potential changes are looming, and communicating with your clients about the future is perhaps more important than ever.
November 15, 2021
This Tax Break Can Save Ultra-Wealthy Clients MillionsThe qualified small-business stock capital gains exclusion can help founders and early-stage employees avoid taxes.
November 10, 2021
10 New Tax Numbers to Know for 2022The IRS just released inflation adjustments for more than 60 tax provisions, including estate and gift tax exemptions and standard deductions.
November 02, 2021
SALT Cap Suspension for 5 Years Emerges as Leading OptionA group in the House has vowed to block Biden's economic agenda until the $10,000 deduction limit is addressed, but Senator Bernie Sanders says such a plan is "unacceptable."