Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
IRS Reminds Taxpayers of American Rescue Plan Benefits
By Melanie WaddellThey include a new deduction for charitable gifts and the rebate for those who missed 2021's third stimulus payments.
February 04, 2022
There's Still Time to Start a Retirement Plan, Reduce 2021 TaxesUnder the Secure Act, small-business clients now have extra time to establish a 401(k) plan for the prior tax year.
February 03, 2022
Advisor Tells What 2 NFL Players' Financial Plans Really Look LikeAdvisor Jake Stoneburner, a retired NFL player himself, takes ThinkAdvisor through his planning for Garrett Griffin and retired player Jake Ballard.
February 01, 2022
How Advisors Can Help Wealthy Clients Through 'Gray Divorce'Divorcing clients need to have a complete financial understanding regarding the division of their hard-earned assets.
February 01, 2022
Greg Valliere's Top 6 Economic, Political Predictions for 2022 and BeyondHere's what AGF Investments' chief U.S. strategist expects for inflation, tax hikes and Biden's future priorities.
February 01, 2022
10 Things Advisors Should Know About Grantor TrustsGrantor trusts can help clients reduce estate taxes and keep their estate out of probate. Just keep these things in mind.
February 01, 2022
Ed Slott: Child Tax Credit Is 'a Mess!'"Some people may end up paying a tax pro more than the credit!" Slott said as the IRS released new guidance on the advance payments.
January 31, 2022
The 20 Biggest Asset Managers in the World: 2022These top financial firms are ranked by assets under management, according to ADV Ratings.