Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Carson Group Acquires Tax-Focused Team, Names Chief Tax Strategist
By John ManganaroAcquiring Taylor Financial Group will allow Carson Group advisors to better manage clients' complex tax scenarios.
January 08, 2025
Early IRA and 401(k) Withdrawals: What to KnowClients who wants to tap retirement accounts before age 59.5 should know the rules — and the exceptions.
January 08, 2025
Trump Gathers SALT-Focused Allies Before Tax FightSome Republicans in New Jersey, New York and California want to raise the $10,000 deduction cap.
January 07, 2025
Why the AMT Could Come Roaring BackMore families and small businesses will have to do taxes twice if the 2017 cuts expire, a GOP congressman warns.
January 03, 2025
New York State Bill Could Double Annuity Income Tax Exemption for Older ResidentsThe proposed increase would apply to taxpayers 59 1⁄2 and older.
January 03, 2025
These 9 States Cut Income Tax Rates for 2025The lower rates became effective Jan. 1, according to the Tax Foundation.
December 31, 2024
What Clients Really Ask Accountants About AnnuitiesThe classics, like tax benefits or income deferral, never go out of style.
December 31, 2024
Help Your Clients With This 'Embarrassing' Task Before They Get MarriedTalking about money isn't romantic, but not doing so can sink a marriage, Ekaterina Klimentova of Cerity warns.