Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
9 Ways to Help Clients Reduce Taxes on Social Security
By Roger WohlnerThere are a number of ways you and your clients can lower or eliminate taxes on these benefits.
April 03, 2023
12 States With the Highest Taxes in America: 2023Researchers for the list looked at taxation tied to real estate, vehicles, income, and the purchase of goods and services.
April 03, 2023
Watch Out When Using This Type of Trust: IRSThis kind of annuity trust can be misused by promoters, advisors and taxpayers trying to eliminate ordinary income and capital gains.
March 31, 2023
What the Latest IRS Ruling Means for TrustsTax experts say a new IRS Revenue Ruling could have a significant impact on wealthy clients using certain types of trusts.
March 30, 2023
7 Estate Planning Challenges to Tackle TodayThe current interest rate climate and tax-friendly framework could shift, so financial advisors and their clients need to act soon.
March 29, 2023
Credit Suisse Still Aiding Tax Evasion by Ultra-Wealthy: Senate PanelThe committee uncovered "major violations" of the $2.6 billion plea deal Credit Suisse reached with the Justice Department in 2014.
March 24, 2023
Debate: Should Congress Cap the Pass-Through Tax Deduction for Businesses?Our two tax experts discuss how changing the QBI deduction rules could affect small businesses.
March 23, 2023
5 Secure 2.0 Act Changes That Could Affect Your Clients' TaxesFor example, a few new rules create new opportunities for Roth contributions or conversions.