Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Senate Finance Chair Broadens Inquiry Into Private Placement Life Insurance
By Allison BellThe mailing list now includes Prudential, Zurich and the ACLI.
September 16, 2022
Debate: Should the EARN Act Let Savers Tap 401(k)s to Pay for LTCI?Two professors discuss the merit of a provision allowing penalty-free withdrawals to cover long-term care insurance.
September 16, 2022
Yellen Outlines Taxpayer Service Upgrades in IRS OverhaulThe effects of the IRS' $80 billion budget boost should be noticeable by next filing season, Yellen said.
September 15, 2022
How to Qualify for Biden's Student Loan Debt ForgivenessAdvisors can play a valuable role in making the process as smooth as possible for their clients.
September 15, 2022
11 Questions Clients Have About Annuities and TaxesTaxes on annuity payments can be complicated. Here's what annuity holders and their advisors should know.
September 13, 2022
Social Security COLA for 2023 Estimated at 8.7%It would be the biggest increase ever received by most beneficiaries alive today, senior advocate Mary Johnson says.
September 08, 2022
Debate: Should Tax Deferrals From Opportunity Zone Investments Be Extended?Two professors discuss delaying the taxation of these capital gains through 2028.
September 07, 2022
10 Hard Questions That Reveal Why Investors Need AdvisorsYour clients and prospects have hard questions on their minds. Demonstrate your value by answering them.