Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
3 Tax-Friendly Investments for Wealthy Clients
By Roger WohlnerThese under-the-radar options could appeal to certain clients, but it's important to know the risks.
December 04, 2023
Billionaire Tax Rests on Disputed $14,729 RefundThe Supreme Court will consider whether Congress can put a levy on stock holdings, real estate and other wealth.
December 01, 2023
8 Things Advisors Should Know About 401(k) Tax CreditsTraditional barriers to entry in the employer-sponsored retirement plan market are no longer prohibitive.
December 01, 2023
The IRS Delayed Its Payment Reporting Rule Change Again. Is That Good for Taxpayers?The rule for payments via Venmo and other apps won't take full effect till 2025 at the earliest.
November 30, 2023
New Senate Bill Would End 'Buy, Borrow, Die' Strategy for Wealthiest InvestorsThe Billionaires Income Tax Act would require the wealthiest investors to recognize capital gains and losses every year.
November 28, 2023
Cetera Closes $1.2B Avantax DealIn purchasing the financial planning firm, Cetera grows its advanced tax and retirement capabilities for wealthy clients.
November 28, 2023
Government Shutdown Would Cause Tax Filing Nightmare, CPAs Warn IRSThe continuing resolution that's currently funding the IRS expires less than two weeks after tax season starts.
November 27, 2023
Don't Overlook Post-Retirement Roth Conversion BenefitsThe need to identify tax-savvy financial planning strategies doesn't disappear once clients stop working.