Tax strategies scan

Deferring compensation now could help in retirement: Tax Strategy Scan

Stocking away income in company-sponsored plans can provide corporate executive clients tax-free compounded growth on investments.

Tax strategies scan Editorial Staff June 16

Tax strategies scan Editorial Staff June 16
Benefits of tax diversification in retirement plans: Tax Strategy Scan

Clients are advised to put their savings in accounts with differing tax treatments to better manage the burden in decumulation.

Tax strategies scan Editorial Staff June 9

Tax strategies scan Editorial Staff June 9
Refundable tax credit rules could tighten: Tax Strategy Scan

Claiming the earned income tax and child tax credit may get tougher under Trump’s 2018 budget plan.

Tax strategies scan Editorial Staff June 2

Tax strategies scan Editorial Staff June 2
How to minimize your investment tax bill in 2018: Tax Strategy Scan

Harvesting losses to write off taxable gains is one strategy to address the Trump administration's plan to scrap the 3.8% net investment income surtax.

Tax strategies scan Editorial Staff May 26

Tax strategies scan Editorial Staff May 26
How ABLE accounts can help clients with disabilities save: Tax Strategy Scan

A 2014 law lets clients disabled before the age of 26 to save as much as $14,000 annually without facing any tax burden.

Tax strategies scan Editorial Staff May 19

Tax strategies scan Editorial Staff May 19
An overlooked way to pass down your home without probate: Tax Strategy Scan

Here’s one reason why beneficiaries should consider setting up a life estate.

Tax strategies scan Editorial Staff May 15

Tax strategies scan Editorial Staff May 15
Help clients prepare for Trump’s potential tax code overhaul: Tax Strategy Scan

If implemented, wealthy clients may consider making charitable donations and waiting until next year to realize income.

Tax strategies scan Editorial Staff May 8

Tax strategies scan Editorial Staff May 8
Little known tax tips to minimize your clients’ bills: Tax Strategy Scan

Many are unaware that fostering a pet or installing a swimming pool can help them qualify for a deduction.

Tax strategies scan Editorial Staff April 24

Tax strategies scan Editorial Staff April 24
Tips to boost business travel deductions: Tax Strategy Scan

Clients can claim airfare, lodging fees and half the cost of their meals as long as they can prove the trip is for work.

Tax strategies scan Editorial Staff April 7

Tax strategies scan Editorial Staff April 7
Use pretax money for child care costs: Tax Strategy Scan

Dependent care flex spending accounts can help clients mitigate child care costs, but also reduce tax credits otherwise available.

Tax strategies scan Editorial Staff March 31

Tax strategies scan Editorial Staff March 31

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Financial Planning