Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
4 Timeless Tax Planning Insights for Advisors
By John ManganaroAs the uproar around inherited IRA guidelines shows, tax law is ever-changing. But some things don't change.
October 10, 2022
How the Inflation Reduction Act's Stock Buyback Tax Could Rattle PortfoliosSome critics worry that discouraging stock buybacks could exacerbate the pains many are feeling amid shaky markets.
October 08, 2022
IRS Issues Ruling on 10-Year RMD RuleThe move answers "the No. 1 question" advisors and others have been asking about Secure Act RMD regulations, says tax expert Ed Slott.
October 06, 2022
New GOP Bill Blocks IRS From Boosting Audits of 'Middle-Class' TaxpayersThe IRS would be barred from using its $80 billion budget boost to audit taxpayers earning less than $400,000.
October 06, 2022
Who Caught Aaron Judge's Home Run Ball? Someone Who Needs a CPAThe sport hasn't seen this kind of hysteria since the late '90s to early '00s, when Bonds, McGwire and Sosa set records.
October 06, 2022
11 Year-End Planning Priorities to Discuss With Your ClientsFrom RMDs to tax-loss harvesting, touch base with your clients to ensure that nothing important is missed.
October 05, 2022
IRS Extends Tax Deadlines for Hurricane Ian Victims in CarolinasSimilar relief was announced last week for Ian victims in Florida.
October 04, 2022
11 Confusing Annuity Tax Rules Financial Advisors Should KnowAre you advising your clients correctly when it comes to taxes related to their annuity investments?