Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Plan Now to Avoid Social Security COLA Tax Cliff in 2023
By Robert Bloink | William H. ByrnesRethinking their funding strategy can help clients mitigate the tax impact of a larger-than-average COLA.
November 21, 2022
12 Top Tax Questions About Capital Gains, Losses and Worthless SecuritiesYour clients have questions about how 2022's volatile market will impact their tax bill. Here's how to respond.
November 18, 2022
Why Late 2022 Is a Great Time for Roth IRA ConversionsRoth conversions are a great opportunity, given current market dynamics and the threat of future taxes hikes.
November 18, 2022
Meet the 2022 LUMINARIES WinnersThese 33 individuals and firms are making a difference in Community Impact, Diversity & Inclusion, Executive Leadership and Thought Leadership.
November 17, 2022
How to Calculate 2023 RMDs for IRA HeirsMost experts assume that no RMDs from inherited IRAs will actually be required for 2021 and 2022.
November 17, 2022
Ed Slott: Inflation Has Created an Unprecedented 4-Year Roth Conversion OpportunityTalk about Roth conversions "now, before year-end with every client who has an IRA," Slott tells ThinkAdvisor.
November 17, 2022
Trump Ex-CFO Tells Jury He and Others Committed Tax Fraud"I committed those crimes with Jeff McConney, who I dealt with directly, and Trump Payroll and the Trump Corporation," he said.
November 17, 2022
UBS Launches New Offering For UHNW Clients: Tech RoundupAlso, FP Alpha releases second-generation tax projection tool.