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Parents can leverage their wealth to access the dream of homeownership for their kids — as long as income tax and gift tax consequences are factored in.
February 7American College of Financial Services -
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From knowing your demographics to understanding RMDs, these are some of the best opportunities for tax planners to demonstrate their value to clients this year.
January 30 -
The revamped Estate Snapshot tool promises to create estate planning documents in minutes rather than days through artificial intelligence.
January 24 -
The 2024 T3/Inside Information survey on the tools and tech advisors use has landed. Here's what you need to know.
January 24 -
Many financial planners have yet to incorporate crucial documents like wills and trusts into their service offerings — a potentially costly mistake, writes the CEO of a wealthtech platform.
January 23Wealth.com -
As tax-friendly as the rules are for HSA funds during an individual's lifetime, they can become much more punitive for funds left over after the original account owner dies.
January 18 -
The Internal Revenue Service provided initial guidance to aid employers in establishing pension-linked emergency savings accounts, an outgrowth of the wide-ranging SECURE 2.0 Act of 2022.
January 15 -
From estate, gift and trust work to Social Security maximization and charitable planning, there are a host of offerings firms can work on once the tax return is finished.
January 9 -
Asking the right questions early on can help a planner identify gaps in an emerging estate plan and uncover opportunities for clients down the road.
January 9LJW Wealth Management of Raymond James