Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
'Snowbirding' in Retirement: 10 Tax and Planning Facts to Know
By John ManganaroOwning multiple residences comes with both potentially large benefits and important tax nuances.
October 06, 2023
Here's Your Year-End Portfolio Planning Checklist for 2023Here are eight important investing topics to discuss with clients in the next few months.
October 05, 2023
IRS Warns of Schemes Involving Art DonationsHigh-income taxpayers must "watch out for inflated values or questionable appraisals" tied to exaggerated deductions.
October 04, 2023
Big Returns from the 'Magnificent 7' Complicate Year-End Tax PlanningThough markets have performed better this year than last, excess returns have been concentrated among some big names.
October 03, 2023
7 Trends in Year-End Planning for Wealthy ClientsMany clients need help applying this year's stock gains to their legacy goals, Paulina Mejia says.
October 02, 2023
New IRS Guidance Provides Money Market Fund Wash Sale ReliefThe guidance lets investors avoid "significant unwarranted tax reporting complexities" from a new SEC rule, a lawyer says.
September 28, 2023
Trump's Business Empire at Risk of Dissolution After RulingNew York's attorney general is authorized to cancel the certificates for Trump companies that hold assets with inflated values.
September 28, 2023
Schwab Launches Online Inheritance HubThe center aims to help investors handle paperwork digitally and gives them access to dedicated estate professionals.