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Moving to a lower-tax state is more attractive than ever with the $10,000 cap on state tax deductions.November 26
PrincipalPKF O'Connor Davies LLP -
Economic factors like changes to the tax code are behind nearly a quarter of all recent giving, according to a new survey.November 20
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More than $37 billion flowed into tax-sheltered donor-advised funds in 2018, according to a new report.November 13
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Clients with children are advised to start saving early in a 529 plan to take advantage of the “tax-free or tax-deferred growth.”November 12
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Funding a Roth account, for example, may not offer upfront tax deductions, but withdrawals are tax-free.November 5
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High-deductible plans open the door to tax breaks for high-income investors, an expert says.October 22
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Clients should consider paying more deductible expenses before year-end if their total itemizable deductions will be close to their standard deduction amount.October 15
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Despite raised thresholds, advisors can still find big itemization opportunities if they know where to look.September 27
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Clients often underutilize deductions for work-related technology purchases and travel expenses.July 30
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Contribution limits in a Roth IRA could shrink for couples after marriage.July 23
