Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
IRS Broadens 3-Year Extension on CARES, Disaster Tax Relief Acts
By Melanie WaddellIRS has extended the deadline for plan sponsors to make amendments related to certain coronavirus aid or disaster relief rules.
September 30, 2022
Don't Let a Simple Mistake Foil Your Client's QCD PlansFailure to follow the rules can result in loss of the tax benefits associated with qualified charitable distributions.
September 29, 2022
Bond Market Mess Is a Chance to Lock In Higher Yields for LongerInvestors have an opportunity to lock in yields that might not be available next year, Schwab's Kathy Jones says.
September 29, 2022
10 Best & Worst HSAs for Investing: 2022Morningstar ranked 10 major providers on factors like fees and the quality and variety of investments.
September 28, 2022
IRS Warns of Rise in Text Scams Targeting Personal, Financial DataIRS has identified and reported thousands of fraudulent domains tied to texting scams, known as "smishing."
September 28, 2022
Lawmakers Press IRS to Extend Late Fee ReliefLawmakers are asking that taxpayer penalty relief be extended from Sept. 30 to mid- to late November.
September 23, 2022
Managing Tax-Efficient Withdrawal Strategies for RetirementAdvisors must consider the interaction of their clients' retirement income sufficiency, income taxes and potential estate taxes.
September 22, 2022
New GOP Bill Seeks to Make 2017 Tax Cuts PermanentWithout congressional action, 23 provisions of the 2017 Republican tax law are set to expire after 2025.