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Tax Planning & Strategies

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Ed Slott Sees Boomer Retirements, Layoffs As 'Amazing Opportunities' For Advisors

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Now is the ideal time for advisors to turn 401(k) account holders into clients, he said.

Arizona Advisor Spearheads Tax Law That Aids Retirees

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Matthew Benson has helped enact state laws that benefit retirees on several fronts.

Too Few Of Your Executive Clients Are Seeking Stock Options

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Executives need to know that asking for stock options as part of their compensation is not taboo.

Brainard Vows Corporate Tax Hike With Trump Cuts Set To Expire

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The Biden administration wants to preserve tax breaks that were given to the middle class, he said.

Advisors Say Move Gingerly With Suddenly Wealthy Clients

by Ben Mattlin

The psychological adjustment to receiving a lot of money can take years, they say.

Biden Wants to Tax IRAs Over $10 Million, Require Mega RMDs

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The president's budget proposal would also end backdoor Roth conversions for the wealthy.

Trump Individual, Estate Tax Cut Renewal To Cost $4.6 Trillion, CBO Says

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The estimate is more than double the cost of the original Trump tax cuts.

Massachusetts Eyes Mansion Tax To Fund Affordable Housing

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The initiative mirrors a measure recently spurned by Chicago voters.

How Capital Gains Are Taxed And How That Might Change

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This will be a key topic when Donald Trump's tax cuts expire.

Buffett Says U.S. Corporate Taxes Likely To Rise To Tame Deficit

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He said his company will pay whatever the rate is.

States Are Eyeing A New Tax On The Wealthy Who Move Away

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The "exit tax" would be slapped on wealthy taxpayers who move to another state.

Client Portfolios Are About Needs And Taxes, CIOs Say

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Adjusting client portfolios to the current environment has to go beyond the cookie-cutter approach, they said.

Biden Proposal Hikes Total Taxes On Wealthy To 44.6%

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Wealth managers say the proposal is “counterproductive” to raising revenues.

Advanced Tax Bracket Planning With CPAs--A Growth Strategy

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Financial advisors must move beyond table stakes services to help clients with advanced tax planning strategies.

How The U.S. Tax System Stole $600 Billion From Black Americans

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A new book shows how bureaucracies in the U.S. used unfair taxes to cement a racial wealth gap.

How Tax Planning Can Elevate RIA Practices

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Here are several critical benefits of adding tax planning to a firm's core service offerings.

Tax Deadline Extensions Give More Time, But Not Much Else, Advisors Say

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There's not a lot to be gained by waiting an extra six months to pay taxes, they say.

New York's Rich Get Creative To Flee State Taxes. Auditors Are On To Them

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High earners need to prove the location of everything from pets to Pelotons to show they've changed residency.

Trump's Advisors Want To Cut SALT Write-Off Limit To Below $10,000

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The limit was imposed in Trump's 2017 tax law and will expire at the end of 2025.

Trump Pushed To Embrace 17% Income Tax For All

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The minds behind the proposal include Steve Forbes and former White House economic adviser Larry Kudlow.

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