Jeff Stimpson

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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.

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.

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.

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.

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.

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.

IRS Changes Could Lead To Crypto Tax Reporting Errors, Edelman Says

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Ric Edelman also warned that bitcoin was never about "trying to help people evade taxes.”

Crypto Tax Reporting Has Clients Confused, Advisors Say

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New rules have stepped up the reporting requirements on smaller transactions, including those involving digital assets.

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.

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