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Mike Landsberg, CPA/PFS, discusses what he’s seeing in terms of charitable giving this year, how the CARES Act has affected giving, and how clients can use giving to save on taxes while contributing to causes that matter to them.
Only 26% of taxpayers have changed their withholding since Form W-4 was revised in 2019, an AICPA survey found.
Tax-savvy and risk-averse strategies come to the fore.
Karla D’Alleva Valas leads Fidelity Charitable’s adviser success strategy focused on CPAs who prioritize charitable planning as integral to their practice. Previously, she led the Complex Asset Group, a team of attorneys working with CPAs to facilitate charitable donations of appreciated private company stock and other nonpublic assets.
Advisers face the difficult task of helping clients plan for next year without knowing for certain which party will control the Senate.
A qualified rollover contribution to a Roth IRA or an in-plan rollover to a designated Roth account, known as a Roth conversion, can be attractive for CPA advisers' clients because it provides a higher net present value of cash flow from their retirement savings, benefiting themselves or their beneficiaries.
This article discusses how CPAs can help their clients navigate the tax and financial planning complications of retiring overseas.
Duncan Gates is Avantax’s Strategist–TSI Advisor Experience. In this role, he is responsible for providing education on tax-related topics and concepts, advisor training, and distribution of the Tax-Smart Investing platform.
The IRS released guidance on how taxpayers can take coronavirus-related distributions from qualified retirement plans as authorized by the CARES Act.
Changes brought on by the SECURE act have added new wrinkles to the planning process that must be considered by IRA owners and CPA financial planners.
Circumspection is called for in funding students’ higher education.
Don’t neglect these basic health care considerations in clients’ retirement planning.
The new Sec. 199A safe harbor and tangible property regulations offer ways for landlords to reduce taxable income from rentals.
New basis-consistency requirements make defensible valuations even more important.
A counterintuitive strategy can save taxes by including otherwise excludable scholarships in gross income.
CPA financial planners named charitable giving, business structure and estate plans as the areas of clients’ financial plans they have had to adjust most frequently following the passage of the TCJA, according to a recent survey.
Learn about a few of the many valuable planning opportunities you can uncover when reviewing a client’s tax forms.
Consumers are seeking a primary point of contact to address the full scope of their financial needs.
Having too large a tax refund, or having to pay too much in taxes, can be a sign that your financial plan needs revising.
Without guidance, clients can end up giving to charity in ways that aren’t tax-efficient.
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Keeping you informed and prepared amid the COVID-19 crisisWe’re gathering the latest news stories along with relevant columns, tips, podcasts, and videos on this page, along with curated items from our archives to help with uncertainty and disruption.