Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Billionaire Robert Brockman Offers to Put Up $1.45B to Ease IRS Liens
By David VoreacosRobert Brockman is facing both criminal and civil charges that he evaded taxes on $2 billion in income and laundered money.
March 16, 2022
How Direct Indexing Helps Clients Cope With Market Volatility, TaxesMonali Vora, a partner at Goldman Sachs Asset Management, says every client wants a portfolio tailored to their financial goals.
March 15, 2022
Vanguard Hit With Class-Action Suit Over Target Date Fund Tax BillsVanguard intentionally created a selloff resembling an "elephant stampede" when it slashed minimums for institutional TDFs, according to the suit.
March 14, 2022
Debate: Should Congress Support Manchin's Scaled-Back Build Back Better Act?Two professors debate the West Virginia senator's latest pitch of a revised economic plan.
March 14, 2022
Ed Slott: New IRS Secure Act Regs Are an RMD 'Nightmare'"I really don't know how advisors will be able to explain this all to clients," Slott told ThinkAdvisor.
March 11, 2022
IRS' Secure Act Guidance on RMDs Has a Surprise TwistThe IRS has released long-awaited proposed regulations on inherited IRAs.
March 10, 2022
How Women Are Boosting Americans' Financial SecurityHere's a look at some of the female volunteers and nonprofits geared toward creating financial independence for women.