Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
J.P. Morgan Rolls Out Tax-Smart SMA Platform for Advisors
By Jeff BermanThe new digital platform uses ActiveTax technology from 55ip, a firm J.P. Morgan bought in 2020.
April 28, 2022
Most HNW Advisors Still Unfamiliar With Direct Indexing: SurveyYet these advisors embrace the strategy's most valued benefits: tax management and customized exposures.
April 28, 2022
RBC Clearing Launches New Tech Platform for RIAs, BDs: Tech RoundupAlso, AI-powered prospecting solution Catchlight integrates with Redtail.
April 26, 2022
Why Advisors Shouldn't Dismiss Index-Linked AnnuitiesAdvisors shouldn't brush off investments that limit downside (and upside) as inefficient gimmicks.
April 26, 2022
Elon Musk's Untaxed Wealth Is Helping to Finance His Twitter BuyoutHe is borrowing against his highly appreciated Tesla shares to get cash without having to sell and pay taxes.
April 25, 2022
This Overlooked Strategy Helps Early Retirees Avoid IRA Withdrawal PenaltiesSEPPs can provide needed income before age 59 1/2, but advisors must consider the details carefully.
April 22, 2022
Biden to Make Last Attempt at Tax Hikes on Wealthy: ValliereWhile Biden's Build Back Better legislation "is in tatters," he'll make one last attempt this summer, Valliere says.
April 20, 2022
SALT Deduction Cap Stays in Place After Supreme Court Rejects New York ChallengeThe court declined to review a constitutional challenge to the $10,000 cap on state and local tax deductions set by Congress in 2017.