Top 10 personal tax stories of 2022 | Accounting Today
From sea changes with inherited retirement plans to the ETF juggernaut, here's what advisors grappled with for affluent clients.
Source: accountingtoday.com
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Top 10 personal tax stories of 2022 | Financial Planning
From sea changes with inherited retirement plans to the ETF juggernaut, here's what advisors grappled with for affluent clients.
Source: financial-planning.com
5 year-end tax moves financial advisors should make now
More tax savings means happier clients and potentially wealthier financial advisors.
Source: financial-planning.com
How Fidelity Investments built America's biggest charity
Donor-advised funds are under scrutiny for providing a tax break but not funneling money to charities.
Source: financial-planning.com
Deducting gifts to charities requires strict compliance
Taxpayers can no longer get away with 'substantial compliance' — they need to have their 'contemporaneous written acknowledgements' in order.
Source: accountingtoday.com