October 2022: Tax Planning

October 2022 cover
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State Income Taxation of Nonresident Equity-Based Compensation

By Eric J. Coffill

The increase in people who work remotely means some planners may need to reassess clients’ income sources to avoid a tax surprise.






Direct Indexing for Tax Loss Harvesting

By Eduarda Gaige, APMA; Brandon Schoeppler, CFP®, CFA, CIMA, ChFC, CRC; and Mitchell Meurlott, CFP®, CLU

Combining tax loss harvesting with strategic asset location may reduce costs associated with purchasing the same investments across multiple accounts.


Where Taxes and Retirement Collide

By Jamie P. Hopkins, Esq., LLM, CFP®,  CLU, ChFC, RICP

Planners need a process to keep up with clients’ unique tax situations, especially with our graduated tax system and ever-changing tax laws.


Featured Article

Insights from the Tax Trenches for  NexGen Financial Planners

By Tina Wood-Wentz


Bridging the Gap: Partnering Effectively with Your Client’s Tax Planner

By Matt Fizell, CFP®

Tips for the NexGen Community

The FPA Community Weighs in on CFP® Exam Preparation


Planning a STUDY GROUP?  Check out suggested questions and other resources to make your study group a success!


When Tax Technology Goes Wrong—From a Client’s Perspective

By Dani Fava

Eventually, mistakes will be made. How planners handle their clients’ reactions is important if they want to preserve the relationship.

Four Qualities Leaders Need in Volatile Times

By Barbara Kay, LPC, RCC, TIPC

A strong ROPE can keep planners on course when their firms are facing change, as keeping everyone focused and moving toward the goal is vital in staying cohesive.

Estate Planning
Maximizing Estate Planning Opportunities in a Higher-Interest-Rate Environment

By Philip Herzberg, CFP®, CDFA, CTFA, AEP

After a series of rate hikes with more expected, planners should reassess gift and income tax strategies that clients can use to lower lifetime taxes.

Behavioral Finance
Investment Diversification and Client Resistance: A Behavioral Understanding

By Robert Glasgow, Steven Meyers, Courtney Walsh, and Blain Pearson, Ph.D., CFP®, AFC

The most well-laid-out plans will still fail if the client resists recommendations, which is why it’s crucial for planners to identify cognitive barriers.



Essential Tax Rules of Cross-Border Gifting

By Anthony Malik

Planners who serve global clients should have in-depth conversations about personal, financial, and immigration objectives.


How Do Commodities Fit into Client Portfolios?

By Jason D. Fink, Ph.D., and Kristin E. Fink, Ph.D.

For a long time, investing in commodities has been a valuable hedge in a portfolio. Has the financialization of commodity markets negatively impacted that benefit?

Earn one CFP CE® credit by reading this month's Journal and access past exams for additional credits. 



Lighting the Way

By Danielle Andrus


Looking Down the Barrel of Inflation

Inflation Reduction Act and Student Debt Forgiveness

Stat Bank


Upcoming Research

Get Published: Submit your own research for peer review. Click HERE for more information.


The Role of Personal Financial Salience: Part II

By Blain M. Pearson, Ph.D., CFP®, AFC

This paper follows up another research paper published in August 2021. How effective is PFS on financial satisfaction and retirement insecurity?


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