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Tax Planning & Strategies

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Tax Filing Season Will Start Feb. 12 This Year, IRS Says

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The filing deadline will still be April 15, as usual.

How To Use Estate Planning To Prepare For Biden

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The start of the Biden administration and a Democratic Congress means tax changes are inevitable, a Tiedemann executive said.

How Wealthy Clients Can Turn 2021 Into A Friendly Tax Year

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The Biden administration has promised to raise some taxes, but there is wiggle room to come out ahead.

Democrats Get Clout Needed For Risky Bid To End Trump's SALT Cap

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Democrats have been trying to restore unlimited SALT deductions since the 2017 tax law capped the benefit at $10,000.

N.J.'s Murphy Enacts Up To $14 Billion Of Corporate Tax Breaks

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Gov. Phil Murphy signed a bill authorizing corporate-tax credits aimed at luring companies to New Jersey.

CAPTRUST Adds MRA Associates With $3.29B In AUM

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The 59-member firm is based in Phoenix and has offices in Las Vegas and Wayzata, Minn.

With A Dem Majority, Biden May Get His Tax Plan Enacted

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That could lead to tax increases for those making $400,000 or more per year.

Accounting Wiggle Room Will Help Clients Meet New PPP2 Requirements

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Businesses have greater accounting flexibility to qualify for a second round of forgivable financing.

The Limits Of Roth IRAs For The Wealthy

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A recent book argues that Roth IRAs are a superior tool for the rich. This expert challenges that generalization.

Kitces On What Advisors Should Know About New PPP Loans And Stimulus Bill

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Michael Kitces and Jeffrey Levine said the new pandemic relief bill can affect clients' incomes, tax bills and business loans.

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