Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
The 5 Elements of a Comprehensive Retirement Plan
By Martha SheddenComprehensive financial and tax planning and monitoring throughout the retirement years can significantly extend the longevity of portfolios.
March 10, 2023
12 Tax Changes in Biden's $7T BudgetOne shift would mean the richest taxpayers would pay a 44.6% rate on investment income and other earnings.
March 09, 2023
IRS Reminds Taxpayers of April 1 RMD Deadline"Starting in 2023 retirees can wait until age 73 to begin receiving RMDs," the IRS said.
March 09, 2023
A Retirement Recipe for Advisors Who Don't 'Cook'Popular consultant Marcia Mantell's latest book is for production-based advisors and agents whose clients need retirement help.
March 09, 2023
Biden Unveils $6.9T Budget, Sets Up Showdown With GOPThe proposal asks lawmakers to bolster the social safety net through a flurry of new taxes on the wealthy and corporations.
March 09, 2023
Biden to Push for 25% Billionaire Tax, Capital Gains Hike on RichThe proposal would nearly double the long-term capital gains rate for investors earning $1 million or more.
March 08, 2023
13 States With the Highest Property Tax RatesA few surprises from the Midwest joined several states from the East Coast on this list.
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.