Tax Planning & Strategies

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High Rates And A Hot Market Make Tax Returns Trickier

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Taxpayers may encounter a host of surprises when they file income taxes this year, and next.

Families Are Not Talking About Inheritance, New Study Finds

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Edward Jones says that even with a looming wealth transfer, families are skittish to discuss inheritances.

Capital Gains Hikes At Center Of Biden's Second-Term Tax Agenda

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Biden is seeking higher levies on large businesses and investors.

Now's The Time To Use 529 Tax Break For Roth IRA Rollovers, Advisors Say

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Starting this year, SECURE 2.0 allows unused 529 plan funds to be rolled over into Roth IRAs without taxes or penalties.

Billionaire, Corporate Tax Hikes Will Be Focus Of Biden State Of The Union

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The president wants to boost the tax rate for major companies from 15% to 21%.

Chicago Mayor's ‘Mansion Tax' Back On Ballot After Court Ruling

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The measure would increase taxes on real estate transactions of $1 million or more.

Mark Casady Joins Foundation Source Board Of Directors

by FA Staff

Casady has been a leader in fintech and philanthropy for four decades.

Saving Social Security Will Take More Than Taxing Rich, Tax Foundation Says

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A proposal to hike Social Security taxes on the wealthy would hurt the economy and lower wages, the foundation says.

How Advisors Can Help Spouses Prove Their 'Innocence' With The IRS

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Spouses can argue they had nothing to do with their partners' tax misdeeds, but it's not easy.

Clients Who Need A New Tax Accountant Could Be Out Of Luck

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Advisors may need to come to their clients' rescue as more CPAs dump individual taxpayer clients.

Severe CPA Shortage Risks Creating Expensive Corporate Errors

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Seasoned practitioners are retiring while the profession isn't drawing enough young workers.

Biden Will Push Higher Taxes For The Rich In State Of The Union

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The president will also call for a reduction in prescription drug prices.

Helping Clients Navigate Income Tax Bracket Changes

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Here are some best practices to help wealthy clients adjust to changes.

How Clients Can Handle Big Tax Debt

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The IRS offers a range of options for gradually paying off a large tax debt, advisors say.

Proposed Federal DAF Rules Could Shut Down Some Charities, Attorney Says

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New donor-advised fund regulations will dry up charitable contributions, Holland & Knight attorney Andrew Grumet argues.

How To Help Clients Avoid Tax Scams

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Criminals are getting more sophisticated in the ways they steal client information, advisors say.

T-Bills Without Tax Bills? This Fund Says It Cracked The Code

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A Marine Corps veteran with a finance Ph.D. has come up with a new way to avoid taxes.

Senator Wants Legislation To Curb Private Placement Life Insurance

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The chairman of the Finance Committee says the policies aid tax avoidance.

This Tax Season Is Riddled With Complications, Advisors Say

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Advisors say this is one of the more confusing tax seasons they've had to contend with.

Jeff Bezos Reaps Florida Tax Benefit With $4 Billion Amazon Share Sale

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Leaving the state of Washington state could have saved Bezos $288 million in taxes.

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