Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
IRS Direct File to Cover More States and Tax Situations
By Melanie WaddellFor the 2025 tax season, the number of states will double, and Direct File will support retirement income.
October 01, 2024
15 Most Affordable U.S. Metro Areas: 2025Clever Real Estate ranked 100 metro areas on factors like taxes and percentage of income spent on housing.
September 30, 2024
Pre-Retirees and Retirees Prioritize Charitable Giving: SurveyRetirees tend to donate first, then volunteer, while pre-retirees do both in equal measure, Fidelity Charitable found.
September 25, 2024
How New IRS Annuity Rules Could Cause ConfusionAn insurer group worries about how RMDs will change for people who annuitize just some of their assets.
September 25, 2024
The Tax Cuts and Jobs Act Could SunsetMaybe you know that. Do your clients know that?
September 24, 2024
BlackRock and Vestmark Partner to Enhance Custom Model PortfoliosThe firms are combining tax management capabilities with portfolio construction methodology for RIAs.
September 23, 2024
Yes, Your Small-Business Clients Still Must File FinCEN ReportsDespite a court ruling, the Corporate Transparency Act remains in effect for most businesses, with penalties for noncompliance.
September 23, 2024
Debate: Should COVID-Era Health Insurance Subsidies Be Extended?After 2025, the expansion of the premium tax credit will expire unless Congress acts.