Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
The Secure Act Changed Inherited IRA Rules. What's an Advisor to Do?
By Roger WohlnerIRAs may be one of your clients' largest stores of wealth. Here's what to consider for retirement and estate planning.
June 10, 2022
The IRS' Dirty Dozen: 12 Tax Scams to Avoid in 2022In addition to pandemic-related scams, this year's list warns of spear phishing and bogus tax-avoidance strategies.
June 10, 2022
Debate: Should the Tax Break on Small-Business Stock Be Scaled Back?Two professors discuss cutting the capital gains tax exclusion from 100% to 50% for high-income taxpayers.
June 10, 2022
Can a Reverse Rollover Reduce Your Client's Tax Bill?A reverse-rollover strategy can allow clients to minimize taxes on Roth conversions or avoid RMDs.
June 09, 2022
From IPOs to Sudden Inheritances: Helping Clients Navigate the Hurdles of Cash WindfallsSudden wealth can pose unexpected challenges for clients.
June 06, 2022
7 Inflation-Fighting Strategies for Clients in or Near RetirementCutting expenses, contributing more to retirement plans and working a bit longer can mean a more comfortable retirement.
June 06, 2022
Debate: Are Lifetime Income Illustrations Helpful?Two professors discuss the Secure Act's requirement for plan sponsors to illustrate retirement savings as an annuity.
June 04, 2022
For Businesses That Missed CARES Act Tax Credit Deadline, It's Not Too LateSmall-business owners have up to three years to retroactively claim the employee retention tax credit.