Tax Deductions
News updates about tax deductions advisors should consider for their clients.
Roth IRA Transfers and Divorce: Don't Forget the 5-Year Rule
By Robert Bloink | William H. ByrnesClients transferring Roth assets in a divorce settlement often overlook this critical issue.
June 12, 2023
Big GOP Tax Package Would Boost Standard DeductionThe legislation would also repeal a controversial IRS reporting change for payments through apps like PayPal and Venmo.
June 09, 2023
3 Tax-Smart Strategies to Help Clients Plan for CollegeHigher education is a significant investment for many families, but advisors can make it less daunting.
April 10, 2023
How to Make Your Fees Part of Clients' Tax StrategyDoes it make more sense to take advisory fees from traditional IRAs or Roths? I asked Jeff Levine.
April 07, 2023
8 'Nerdy' S Corp Facts to Impress Your Small-Business Owner ClientsKnowledge about S corporation rules can help advisors deliver insights to these clients, Jeff Levine says.
March 20, 2023
5 Tax Planning Strategies for Clients Who Own a Small BusinessHere are five strategies to share with your small-business clients that may help them lower their tax burden and keep more money in their pockets.
March 15, 2023
10 Timely Tax Issues to Discuss With ClientsTax law changes are expected in the future as the 2017 tax overhaul inches toward expiration.
March 08, 2023
Who Is Opening Donor-Advised Funds Today?DAFs continue to be the preferred charitable vehicle of many advisors and clients for a number of reasons.