Featured Tax Planning Stories

Advisors' Advice: 10 Biggest Tax Mistakes Clients Make

We asked advisors about some of biggest tax mistakes they've seen. Here's what they said.

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

More clients are likely to see an annuity option in their 401(k) in the near future, so it’s important they know what to watch out for.

Tax Planning Strategies

Proposed Federal Regs Could End HSA-Direct Primary Care Combinations

IRS Finalizes Last Set of 100% Bonus Depreciation Rules

Asset Location Is as Important as Asset Allocation

What New Jersey's Tax Hike on Millionaires Means for Clients

IRS Plugs a Hole Left by a Missing Deduction

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Tax Reform

Tax Reform Hits 1031 Exchanges With Hidden Penalty

Top 10 Estate Planning Tax Facts for 2019

Tax Reform Ruined Roth IRA Conversions, but Hope Exists

Tax Law Alters Advisor-Client Conversations About Charitable Giving

Hit by Natural Disaster? Tax Reform Tangles Tax Relief

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IRS Updates

IRS, Treasury Clarify QBI Tax Deduction

Fee-Based Annuities Get IRS Nod

IRS Ruling on Uncashed Retirement Distribution Checks Leaves Unanswered Questions

Ed Slott: IRS Ruling Could Alter RMD Timing

New IRS Form 1040 to Ask Taxpayers About Cryptocurrency

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Tax Loss Harvesting

Taxes and Investing: A Year-Round Concern

3 Tax Moves to Make Before Year-End

Tax Loss Selling May Be Factor in December Market Rout

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

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

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