Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for 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."
June 09, 2023
Connecticut Lawmakers Approve Historic Tax CutThe tax cut will benefit 1 million filers, or almost 60% of all filers, according to a statement from Governor Ned Lamont.
June 09, 2023
Debate: Should States Offer a SALT Cap Workaround?Our tax experts discuss states using pass-through entity taxes to get around the SALT cap.
June 08, 2023
Top 15 Cities Where High Earners Lose Major Buying PowerAn income of $250,000 or more doesn't go nearly as far in these cities.
June 07, 2023
The Wealth Management Trend Advisors Can't IgnoreA demand for more nimble and holistic planning is challenging advisors and driving interest in direct indexing.
June 06, 2023
Advisor Larry Sprung's Not-So-Secret Marketing Weapon: JoyThe Mitlin Financial founder tells ThinkAdvisor about his attention-grabbing slogan and how offering second opinions attracts clients.
June 05, 2023
Debate: Should Workers on Medicare Be Allowed to Fund HSAs?There are proposals to change this rule, but they would impose other restrictions on use of HSA money.
June 02, 2023
What the Wealthiest Families Worry About the Most May Surprise YouThere is always concern about minimizing taxes and earning solid returns, but a more nuanced issue stands out.