Tax Planning & Strategies

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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.

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%.

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.

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.

Helping Clients Navigate Income Tax Bracket Changes

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

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.

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