How Taxes Will Be Shaped by the 2024 Elections
By Julia PressSome of the 2017 tax cuts expire next year, and a nasty battle is brewing about renewing them.
April 17, 2024
Supreme Court Case Could Upend a Key Succession StrategyThe case involves a life insurance strategy intended to keep remaining shareholders in control after a key shareholder's death.
March 14, 2024
It's Not Too Early to Start 2024 Tax PlanningClients who have yet to claim Social Security or start RMDs often have a degree of flexibility.
March 13, 2024
Vanilla Rolls Out Estate Plan VisualizerThe tool, Scenarios, enables advisors to visualize potential federal and state estate tax mitigation strategies in real time.
February 23, 2024
Estate Planning Is 'The Next Frontier' for Advisors: Steve Lockshin"This is true for anybody who has any wealth at all," the Vanilla founder tells ThinkAdvisor.
February 14, 2024
10 Things to Know About Estate Planning for Cross-Border CouplesWhen one spouse is a noncitizen, the couple's heirs could be in for a big tax surprise.
February 08, 2024
How to Opt Out of Inheriting an IRABeneficiaries seeking to avoid gift and income tax consequences can execute a "qualified disclaimer" to decline the inheritance.
January 23, 2024
How a Top-Ranked Advisor Saves Her Wealthy Clients MillionsIt's about much more than investments, Sara Rajo-Miller Wendt of Miracle Mile Advisors tells ThinkAdvisor.