Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
BlackRock and Vestmark Partner to Enhance Custom Model Portfolios
By John ManganaroThe firms are combining tax management capabilities with portfolio construction methodology for RIAs.
September 18, 2024
Senate Finance Bones Up for Brutal Budget DebatesBut the highlight of the latest tax policy hearing was hints about avoidance strategies yet to be skewered.
September 18, 2024
FPA Elects Future President, Board MembersDaniel Galli will head the organization in 2026, taking over from Paul Brahim.
September 18, 2024
12 States With the Lowest Property Tax Rates: 2024What homeowners pay can vary widely, the Tax Foundation reports.
September 18, 2024
Why Ultra-High-Net-Worth Clients Should Consider 831(b) PlansOne reason to self-insure big risks is to avoid claim time surprises.
September 17, 2024
House OKs Steeper Penalties for Leaking Tax DataThe Taxpayer Data Protection Act comes after the pilfering of data on Donald Trump and other billionaires.
September 17, 2024
Trump Pledges to Restore SALT Write-Off, Tax Break He CurbedTrump posted before a campaign stop on Long Island that he would "get SALT back," without providing details.
September 13, 2024
New Bill Creates $25,000 Tax Deduction for SeniorsThe Seniors in the Workforce Tax Relief Act establishes an above-the-line deduction for 2024 through 2028.