Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
14 States With Income Tax Cuts in 2023
By Michael S. FischerMany of the cuts are aimed at retirement income, according to the Tax Foundation.
January 04, 2023
Ed Slott: Pay Attention! Secure 2.0 Dates Are 'All Over the Place'Slott delves into the sweeping retirement law's effective dates, some of which he's not too thrilled about.
January 03, 2023
FTX Fallout Will Benefit Crypto in the Long Run: Bitwise CIOAdvisors have an important role in crypto investing, Matt Hougan tells ThinkAdvisor.
January 03, 2023
6 Takeaways From Trump's Tax ReturnsThe 2015-2020 filings span hundreds of pages to account for domestic and foreign assets, credits, deductions, depreciation and more.
January 03, 2023
Delaying RMDs Under Secure 2.0? Beware the 'Great Tax Crunch'Just because clients can wait longer to take RMDs doesn't mean they should. Ed Slott suggests an alternative.
December 31, 2022
Does a Charitable Trust Make Sense for Your Client?Secure 2.0 could lead to more clients using charitable remainder trusts. Here's what to know about these and similar vehicles.
December 30, 2022
How Is Crypto Taxed? Your Crypto Tax Guide for 2023From capital gains and losses to crypto-specific transactions to wash-sale rules, there's a lot to know.
December 30, 2022
Optimize Retirement Savings With an HSA Investment StrategyA health savings account is one tool your clients can use to cover health care costs in retirement.