Tax planning https://www.americanbanker.com/tax-planning Tax planning en-US Thu, 23 Jul 2026 17:16:10 GMT 2026-07-23T17:16:10Z en-US <![CDATA[ When a long-short strategy is right for a client ]]> https://www.americanbanker.com/news/when-a-long-short-strategy-is-right-for-a-client Thu, 23 Jul 2026 17:16:10 GMT 0000019f-8fe4-de22-a79f-afef42480001 Zoe Sagalow 2026-07-23T17:16:10Z <![CDATA[ Managed accounts ramping up tax alpha services: Cerulli ]]> https://www.americanbanker.com/news/managed-accounts-ramping-up-tax-alpha-services-cerulli Mon, 20 Jul 2026 20:14:36 GMT 0000019f-811d-d30c-a7df-e57fe44e0000 Dan Shaw 2026-07-20T20:14:36Z <![CDATA[ Why advisors should see life settlements as a planning option ]]> https://www.americanbanker.com/opinion/why-advisors-should-see-life-settlements-as-a-planning-option Tue, 12 May 2026 13:09:23 GMT 0000019d-fe68-da82-a7df-feff79960000 Cole Hallman 2026-05-12T13:09:23Z https://arizent.brightspotcdn.com/dims4/default/80b0a6e/2147483647/strip/true/crop/1333x1333+0+0/resize/200x200!/format/jpg/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F49%2Fa2%2Fe6d6db7543dcb583bcce98c9d9dc%2Fcole-hallman-headshot-hq.jpg Founder, advisor Citizens Life Group https://www.americanbanker.com/author/cole-hallman <![CDATA[ How sudden inheritances can hobble next-generation heirs ]]> https://www.americanbanker.com/opinion/how-sudden-inheritances-can-hobble-next-generation-heirs Tue, 28 Apr 2026 12:00:00 GMT 0000019d-d003-db7c-a5ff-df2fe1b10001 Bonnie Harper 2026-04-28T12:00:00Z https://arizent.brightspotcdn.com/dims4/default/792230a/2147483647/strip/true/crop/1034x1034+0+0/resize/200x200!/format/jpg/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F38%2Fce%2Fc82dc5ae4809a66033a1e9632da1%2Fscreenshot-2026-04-27-at-1-27-18-pm.png Vice president private wealth consulting Raymond James https://www.americanbanker.com/author/bonnie-harper <![CDATA[ When direct indexing is the wrong fit for your client ]]> https://www.americanbanker.com/opinion/when-direct-indexing-is-the-wrong-fit-for-your-client Wed, 22 Apr 2026 12:00:00 GMT 0000019d-b132-df87-a9ff-b1b7a7f50000 Gregory Kanarian 2026-04-22T12:00:00Z https://arizent.brightspotcdn.com/dims4/default/8d1fa36/2147483647/strip/true/crop/2066x2066+0+0/resize/200x200!/format/jpg/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2Fea%2F34%2F9df1c6224ce991be8d5f06f679d6%2Fgreg-kanarian-1.jpg Investment strategist Natixis Investment Managers Solutions https://www.americanbanker.com/author/gregory-kanarian <![CDATA[ Client demand has RIAs, CPAs rethinking strategic partnerships ]]> https://www.americanbanker.com/news/client-demand-has-rias-cpas-rethinking-strategic-partnerships Mon, 30 Mar 2026 19:30:01 GMT 0000019d-3f63-d53d-a5df-7feb6acb0000 Elijah Nicholson-Messmer 2026-03-30T19:30:01Z <![CDATA[ What's new in the Senate version of Trump's tax bill ]]> https://www.americanbanker.com/articles/whats-new-in-the-senate-version-of-trumps-tax-bill Tue, 17 Jun 2025 16:11:33 GMT 00000197-7ea5-d0fd-abb7-febf85c50001 Erik Wasson 2025-06-17T16:11:33Z <![CDATA[ We've been here before: Advisors share lessons from past financial crises ]]> https://www.americanbanker.com/news/what-advisors-learned-from-previous-financial-crises Mon, 07 Apr 2025 21:53:46 GMT 00000196-122e-dbd4-ab96-1f3fb5bf0001 Rob Burgess 2025-04-07T21:53:46Z <![CDATA[ S Corp banks finally get clarity on tax reform ]]> https://www.americanbanker.com/news/s-corp-banks-finally-get-clarity-on-tax-reform Tue, 05 Feb 2019 18:20:35 GMT 00000168-bdbc-de91-a77a-bdfc7bee0000 Hilary Burns 2019-02-05T18:20:35Z <![CDATA[ What this community bank learned from its fintech accelerator ]]> https://www.americanbanker.com/news/what-this-community-bank-learned-from-its-fintech-accelerator Wed, 09 Jan 2019 02:00:06 GMT 00000168-2e7a-d3de-adff-efff951b0000 Nathan DiCamillo 2019-01-09T02:00:06Z <![CDATA[ What the new tax law means for investment advisory fees ]]> https://www.americanbanker.com/news/the-new-tax-laws-impact-on-investment-advisory-fees-iras Fri, 04 May 2018 17:22:39 GMT 00000163-2ba0-de3d-a7e7-fbbe37b30000 Ed Slott 2018-05-04T17:22:39Z <![CDATA[ Credit costs, tax reform take bite out of Home BancShares' profit ]]> https://www.americanbanker.com/news/credit-costs-tax-reform-take-bite-out-of-home-bancshares-profit Thu, 18 Jan 2018 15:20:43 GMT 00000161-09d8-d10b-a7ff-19dc49a70000 Hilary Burns 2018-01-18T15:20:43Z <![CDATA[ Fee income, lending niches help boost BB&T profits 4% ]]> https://www.americanbanker.com/news/fee-income-lending-niches-help-boost-bb-t-profits-4 Thu, 18 Jan 2018 14:53:52 GMT 00000161-0989-d673-a9eb-ebab18f30000 Paul Davis 2018-01-18T14:53:52Z <![CDATA[ Tax reform bill clears Senate, heads to House (again) ]]> https://www.americanbanker.com/news/tax-reform-bill-clears-senate-heads-to-house-again Wed, 20 Dec 2017 13:08:35 GMT 00000160-7401-de1a-a572-fd95cc990000 Rob Blackwell Joe Adler 2017-12-20T13:08:35Z <![CDATA[ Can this robo-adviser firm become the Amazon of financial services? ]]> https://www.americanbanker.com/podcast/can-betterment-become-the-amazon-of-financial-services Mon, 18 Dec 2017 20:03:40 GMT 00000160-7582-de1a-a572-fd9708f00000 Penny Crosman 2017-12-18T20:03:40Z <![CDATA[ BankUnited in Fla. set to receive nearly $300M tax refund ]]> https://www.americanbanker.com/news/bankunited-set-to-receive-nearly-300m-tax-refund Mon, 04 Dec 2017 19:44:04 GMT 00000160-230a-d8c5-a16d-2b3a8cda0000 Hilary Burns 2017-12-04T19:44:04Z