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Tax Planning & Strategies

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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.

Should Wealthy Clients Use Home Equity To Reduce Taxes?

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Such strategies can sometimes carry a high price tag, advisors say.

Why Tax Planning Should Be A Year-Round Priority For Advisors

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Outsourcing tax management can enable advisors to apply tax management strategies across all their clients' taxable accounts throughout the year.

Using Life Insurance To Address Anticipated Rise In Estate Taxes

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Life insurance can be useful for dealing with expiring TCJA provisions, advisors say.

Tech Millionaires Chase Billionaire Tax Shields With ‘Swap Fund'

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A new startup is offering a tax avoidance tool favored by the super-rich to moderately wealthy techies.

Homeowners See Biggest Property Tax Rise in Five Years

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The highest effective property tax rates in 2023 were Illinois, New Jersey, Connecticut, New York and Nebraska.

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

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

NYC's Delinquent Property Taxes Soar Without Incentive To Pay

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The city is facing an estimated $880 million in unpaid taxes this year.

Tax The Rich Is Actually A Popular Bipartisan Stance, Poll Shows

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The strong support for more taxes on billionaires shows up across party lines.

Is Organic Growth Over In Wealth Management?

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Advisors can earn the business of other advisors' clients by helping them transition into retirement.

Death Of A Client's Spouse Can Trigger Tax Changes Beyond Filing Status

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It's important to assess the tax implications when a client's spouse passes away, advisors say.

Remote Workers Should Be Wary Of Double Income-Tax Hit

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States vary greatly on when they trigger income taxes on out-of-state workers.

More Americans Abroad Are Eager To Drop Citizenship On Lowered Fees

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U.S. citizens living outside the country are preparing to officially cut ties after grappling with stricter IRS rules.

High State Income Taxes Prompt Tax Flight, State Shortfalls, Researchers Say

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Ten new state wealth tax proposals are pending, as research finds the rich are leaving high-tax states.

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%.

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