Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Fidelity Rolls Out Institutional Custom SMAs
By Dinah Wisenberg BrinFidelity's RIA clients should have access to the direct indexing SMA services in early 2023.
October 18, 2022
IRS Announces Tax Inflation Adjustments for 2023The agency has adjusted thresholds for tax brackets, the AMT, the estate tax and other provisions.
October 18, 2022
Tax Breaks for Kids, Companies Are Suddenly Brewing in CongressRepublicans want $45 billion in business-related tax breaks; Democrats prefer a full extension of last year's $100 billion child-tax benefit.
October 17, 2022
When Advisors Have Tax Blind Spots, Clients Leave Billions in Returns on the TableFailure to consider taxes wastes a tremendous amount of client wealth every year, Avantax President Todd Mackay tells ThinkAdvisor.
October 17, 2022
IRA Cheat Sheet: How to Avoid RMD Penalties, Minimize Taxes Before Year-EndFailure to act by Dec. 31 can result in stiff penalties and missed opportunities for tax savings.
October 14, 2022
Debate: Time to Tighten Tax Rules for Donor-Advised Funds?A proposed regulation would prevent donors to certain fund types from receiving a tax deduction until funds are actually distributed.
October 13, 2022
A Way to Reduce Tax Bills in Down MarketsTax-loss harvesting can help make this year's market performance a little more bearable for your clients.
October 12, 2022
10 Estate Planning Strategies to Rethink After the Secure ActNearly three years in, parts of this mammoth retirement law still haven't been finalized.