Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
7 Financial Planning Tips From a Tax VIP
By John ManganaroIt's not what clients earn that counts, says the former head of TurboTax — it's what they keep after paying taxes.
April 08, 2024
15 Portfolio Spring-Cleaning Tips: Advisors' AdviceTidying up a client's portfolio can save them time, hassle and money, according to this group of financial advisors.
April 05, 2024
3 Ways to Boost Your Services — and Your Advisory FeesAdvicePay found that in 2023, average pricing for monthly subscriptions was $265, a 6% year-over-year increase.
April 05, 2024
10 Reality Checks for Overly Optimistic ClientsWhat happens when clients think the good times of 2024 are endless? It's up to advisors to pose tough questions and take action.
April 03, 2024
Cambridge Rolls Out 'Personal CFO' Service for Wealthy ClientsThe new service includes cash-flow management, tax planning, wealth protection and more for HNW and UHNW investors.
April 01, 2024
15 States With the Lowest Tax Rates: 2024U.S. households pay often drastically different amounts, and types, of state and local taxes.
March 28, 2024
Debate: With Direct File, Is the IRS Inviting Conflict of Interest?The pilot program offers eligible taxpayers in 12 states a cost-free way to submit their federal returns.
March 27, 2024
RIA Integrated Partners Helps Accounting Firm Launch Wealth UnitThe new partnership is a direct response to the growing complexity facing advisors and clients alike.