Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Ex-Advisor to Pay $314K for Preparing False Tax Returns
By Jeff BermanThe IRS filings included fake charitable contributions, unreimbursed business expenses and business losses, costing the government over $300,000 in tax revenues.
November 04, 2022
Tax Loss Harvesting Is Easier With ETFs, but Beware the Wash Sale RuleClear communication with clients is essential, as the topic of tax loss harvesting can cause confusion and concern.
November 04, 2022
10 Ways to Find Opportunity in This MarketNow is the time to improve your clients' positioning and take advantage of some down-market strategies.
November 04, 2022
How This Year's Painful Losses Can Help Your Client's Tax SituationRic Edelman talks to BlackRock's Michael Lane about what he calls the best tax-loss harvesting opportunity in 50 years.
November 04, 2022
Jeffrey Levine, Ed Slott Team Up for Retirement Debate PodcastSlott and Levine will provide lively commentary as they argue opposing sides of a retirement planning topic or strategy.
November 03, 2022
Social Security COLA Could Have Surprising Tax EffectsSocial Security taxation doesn't change with inflation, but tax brackets do. This can produce unusual results.
November 03, 2022
How to Help Clients See the Benefits of Tax Loss HarvestingHarvesting tax losses is the correct, proactive move we should be making, but it's tough to explain it to clients.
November 02, 2022
Blucora to Change Its Name, Sell TaxAct Software BusinessThe firm will rebrand itself as Avantax, a pure-play, tax-focused BD and investment advisor.