Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Where Secure Act 2.0 Gets Complicated: Hopkins, Levine, Treichel
By Melanie WaddellRetirement experts explain where the popular bill gets "unnecessarily complicated" and downright odd in a ThinkAdvisor webcast.
April 08, 2022
6 Tax Bills in Congress NowBills in play include estate tax changes and a rebate for money spent on gas.
April 07, 2022
New IRS RMD Regs Bring a New Twist for Successor BeneficiariesThese beneficiaries may be required to take annual RMDs over the 10-year payout period — but it gets tricky.
April 07, 2022
8 Steps to Help Clients Effectively Withdraw Retirement AssetsHow much should your client withdraw from different retirement accounts and in what order? Here's how to figure it out.
April 07, 2022
15 U.S. Cities With the Most Tax Procrastinators, Based on Google SearchesResearchers looked at search volume around the country for phrases like "what happens if I file my taxes late?"
April 05, 2022
Tax Talk? Bring It On. Tax Prep? Don't Go There, Advisors SayWhile understanding taxes is crucial to serving clients, the "opportunity" in tax prep has been overstated, some advisors say.
April 04, 2022
Retirement Changes in Secure Act 2.0: Hopkins, Levine & Treichel to Share Insights April 13Don't miss this informative webcast about the Securing a Strong Retirement Act of 2022 at 1 p.m. Wednesday.
April 04, 2022
Ed Slott: IRS' Secure Act RMD Regs Are Effective Now; Here's How to ProceedClients with inherited IRAs should wait for more clarity before acting on the IRS' guidance, the CPA says.