Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
How to Talk With Retirement Clients About the Presidential Election
By John ManganaroAdvisors are often wary of talking politics, but that doesn't mean they can ignore legitimate client concerns.
July 01, 2024
Jeremy Siegel: Stock Market Prefers TrumpEconomist Jeremy Siegel and Ritholtz Wealth CEO Josh Brown both noted Trump's Wall Street-friendly policies.
July 01, 2024
New IRS Rules Require BDs to Report Sales, Exchanges of Digital Assets"Great news all around!" Ric Edelman says of the new requirements.
July 01, 2024
The Art and Science of Tax Planning for RetirementWhen to use Roth IRAs, for example, isn't always clear-cut, says Roger Young of T. Rowe Price.
June 27, 2024
12 States With Biggest Estate Tax BillsNew IRS data could help financial pros find potential demand for life insurance and estate planning.
June 27, 2024
8 New Stats on the Rise of IRAs and 401(k)sBoth assets and the number of active accounts have grown significantly in recent years, EBRI reports.
June 24, 2024
American College Rolls Out CFP Continuing Education PlatformKnowledge Hub+ will feature more than 60 hours of combined CFP and American College course credits available.
June 21, 2024
After 25 Years, Schwab Charitable Has a New NameThe new name is intended to reflect how charitable giving has evolved over the decades.