Tax Planning & Strategies

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Vanguard Launches Pair Of Muni Bond ETFs

by FA Staff

The ETFs join a $229 billion muni lineup including the $29.3 billion Vanguard Tax-Exempt Bond ETF.

LPL Adds Tax Planning For Advisors

by FA Staff

The LPL Business Solutions service will match advisors with LPL tax specialists.

What Clients Should Do When The IRS Goofs

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The agency isn't above mistakes, especially when it comes to the tax filings of the wealthy.

Gifting, Roth IRAs Figure Big In 2023 End-Of-Year Tax Moves

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The looming sunset of some 2017 tax reforms is starting to figure into tax planning.

SALT Cap Increase Becomes Bargaining Chip In House Speaker Talks

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GOP lawmakers who hold key votes are pressing to raise the cap from $10,000 to $20,000.

Senators Urge IRS To Speed Up Plan To Snag Crypto Tax Cheats

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A group of senators want to move up the start date for crypto brokerages' reporting.

Business-Owner Clients A Top Target Of IRS Auditors, Advisors Say

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The IRS is stepping up scrutiny of clients who earn income from complex business structures.

Every Generation Makes Money Mistakes. Here's What They Are

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Many of us are making moves in the wrong decade of life.

Tax-Smart Wealth Transfer Tips For Clients In Late Old Age

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Older clients have different needs but can often help family members.

Retirement Income Investing: A New Set Of Opportunities

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Some advisors are building bond ladders to the sky as they lock in higher interest rates while they can.

To Roth Or Not To Roth

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There are some interesting strategies you can take into account when deciding whether to convert retirement funds.

Plan Now For 2026 Tax Law Sunset, Advisors Warn

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Advisors say it's crucial to plan now for tax law changes that may not happen for several years.

Real Estate Developer Convicted in $1.3 Billion Tax Case After Juror Removed

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Jack Fisher and attorney James Sinnott made millions through a fraudulent tax shelter scheme.

A $1.3 Billion Tax Trial Sparks Juror Anger And Curses Over Race

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Twelve jurors clashed over race and class while weighing tax shelter charges against a developer.

IRS E-Filing Mandate For Large Cash Transactions Drawing Near

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Many cash payments over $10,000 will have to be reported by companies electronically starting in 2024.

What Clients Should Do As Clock Runs Out On Estate Planning

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Advisors have two years to plan for the sunset of certain provisions of the 2017 Tax Cuts and Jobs Act.

Intuit Misled Consumers With ‘Free' TurboTax Ads, FTC Judge Says

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The FTC alleged that Intuit deceived consumers with false advertisements.

Ed Slott Spotlights 6 Big IRA Tax Changes For 2023

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While Congress hasn't changed tax laws this year, the IRS has been busy issuing rulings, Slott said.

Future VC Equity Contracts Anything But Simple For Taxes

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These investment agreements don't have the benefit of clear IRS guidance, advisors say.

Tax Managed Funds: Same As They Ever Were?

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When stocks start the year soaring like this, tax management becomes trickier.

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