Tax Deductions
News updates about tax deductions advisors should consider for their clients.
House Panel Passes GOP Tax Plan to Raise Standard Deduction
By Melanie WaddellEd Slott said the plan included "common sense" provisions. The panel's top Democrat called it "Tax Scam 2.0."
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.
February 24, 2023
12 Tax-Saving Moves for Client Portfolios: Advisors' AdviceThe right tax strategy could save some of your clients a literal fortune.
January 27, 2023
Slott, Levine: 7 Useful Facts About Tax Diversification and RetirementIt's a simple concept, but putting it into practice is anything but, Ed Slott and Jeff Levine say.