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Tax Planning

Read the latest news, analysis and commentary on tax reform, tax loss harvesting, and tax planning strategies, and stay on top of the most recent information from the IRS that impacts your clients.

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March 12, 2020

7 Keys of Secure Act’s Annuity Safe Harbor in Retirement Plans

March 4, 2020

Advisors' Advice: 10 Biggest Tax Mistakes Clients Make

April 16, 2024

Two-Thirds of Pre-Retirees Expect to Work Past 65

January 17, 2024

Top 12 States for Wealthy Taxpayers, as Defined by the IRS

August 17, 2023

California Closes State-Tax Loophole for Some Trusts

April 21, 2023

How to Offer Tax Planning While Staying Compliant

April 7, 2023

8 'Nerdy' S Corp Facts to Impress Your Small-Business Owner Clients

February 23, 2021

IRS Gives Tax Filing Relief to Texans Hit by Winter Storms

February 22, 2021

The Do's and Don'ts of Partnering With CPAs

February 18, 2021

WisdomTree Teams With 55ip on Tax-Smart Strategy: Tech Roundup

February 17, 2021

House Democrats Float Bill to Close Carried Interest Tax Loophole

February 5, 2021

Webinar: Top Tax Changes to Watch for the 2021 Filing Season

September 30, 2019

Hit by Natural Disaster? Tax Reform Tangles Tax Relief

June 12, 2019

Tax Law Alters Advisor-Client Conversations About Charitable Giving

April 16, 2019

Tax Reform Ruined Roth IRA Conversions, but Hope Exists

March 11, 2019

Top 10 Estate Planning Tax Facts for 2019

November 7, 2018

Tax Reform Hits 1031 Exchanges With Hidden Penalty

October 14, 2019

New IRS Form 1040 to Ask Taxpayers About Cryptocurrency

August 29, 2019

Ed Slott: IRS Ruling Could Alter RMD Timing

August 26, 2019

IRS Ruling on Uncashed Retirement Distribution Checks Leaves Unanswered Questions

August 12, 2019

Fee-Based Annuities Get IRS Nod

January 23, 2019

IRS, Treasury Clarify QBI Tax Deduction

April 30, 2019

ETF vs. SMA: Which Is Better for Sustainable Investing?

March 10, 2019

Bull Market Turns 10: Do You Know Where Your Portfolio Is?

December 27, 2018

Tax Loss Selling May Be Factor in December Market Rout

December 13, 2018

3 Tax Moves to Make Before Year-End

April 4, 2016

Taxes and Investing: A Year-Round Concern

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