Tax Deductions
News updates about tax deductions advisors should consider for their clients.
12 Tax-Saving Moves for Client Portfolios: Advisors' Advice
By Dinah Wisenberg BrinThe right tax strategy could save some of your clients a literal fortune.
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?
December 20, 2022
10 Tax Questions Self-Employed Clients Might AskWhether your client's business is a side hustle or a main gig, they face some complicated tax rules.
December 20, 2022
The Year-End Planning Tip That Has Finance Profs TalkingMy colleagues at The American College shared a litany of ideas, but one strategy made everyone's list.