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Advisors run through tax season checklist
Rushing to file early can lead to having to amend tax forms later on, advisors say.
Bill to extend small-business tax breaks faces tough path, even with bipartisan backing
A separate long-shot bill to eliminate the estate tax could help set the stage for tax reform in 2025, when individual rate cuts expire.
AssetMark launches solution to help advisors unlock tax efficiencies for clients
Firm announces new comprehensive addition to its wealth management platform.
Proposed tax deal in Congress could give economy a boost
Congressional negotiators are locked in talks over renewing expired business tax breaks and boosting the child tax credit.
Planning for the largest IRA balances ever in 2024
Here are tactics to use this year given the opportunities for record stock values at the end of 2023.
Smartleaf Asset Management announces strategic partnership with Clearstead Advisors
The collaboration will enable greater tax optimization for Clearstead clients.
Advisors expect record federal debt to result in higher taxes
'As an advisor, the national debt is a very concerning issue, especially with younger clients that have a longer time horizon, because the bill is eventually going to come due,' an advisor says.
Wrong birthday info led to $130K in RMD penalties, plaintiffs say
A Wells Fargo client who was born in 1939 had his birthdate incorrectly recorded as 2001, according to a lawsuit.
Tax-focused advisor says ‘most’ broker-dealers ‘don’t understand’ his business
$100M California-based team switches to Avantax from Crown Capital Securities.
Certainty of taxes matched by certainty of tax policy for now
Legislative lull means it's easier to carry out multiyear planning, says advisor.
Holiday gift tax planning for IRAs
The big tax benefits come in the way gifts can be used in conjunction with retirement accounts.
Billionaire wealth tax plan could be shattered by $14K court case
President Biden's budget request may all come down to a Trump era legal dispute.
Senate Democrats take aim at ‘buy, borrow, die’ with latest billionaires tax
'The loophole they’re talking about isn’t only used by billionaires,' advisor warns.
Industry powerhouses team up to launch holistic wealth management firm
New entity combines capabilities of $13 billion national RIA with those of an accounting services firm.
How having kids can make clients richer
Raising children is fulfilling in its own right, but it can also lead to improved financial behaviors.
How 401(k)s, 529s factor into the new FAFSA
The forthcoming application for Federal Student Aid will have some big changes that will help some families and hurt others.
Avantax hit with shareholder suit alleging merger misinformation
The failure to make adequate disclosures is a violation of federal securities laws, according to the complaint.
HSA fees fall, but their use as investment vehicles remains limited
'Just as we deliver education for 401(k)s, we need to do the same thing in the HSA space … to help plan participants and sponsors understand just how powerful these vehicles can be,' says a financial advisor.
SMAs outpace mutual funds for wealthier clients, report shows
Interest in separately managed accounts goes along with greater use of taxable accounts, according to Hearts & Wallets.
Estate planning gets an AI makeover thanks to Vanilla
New tool aims to speed up processes for high-net-worth clients.