Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Trump Plans to Rally House Republicans Divided on Tax Cut Bill
By Akayla Gardner and Ken TranPresident Trump plans to go to the Capitol on Tuesday to urge fractious House Republicans to overcome divisions.
May 18, 2025
New York Republican Floats Higher Tax Rate to Pay for SALTThe tax bill "has stalled — and it needs wind in its sails," said Rep. Nick LaLota, R-N.Y., on Saturday.
May 16, 2025
The Hottest Tax Legislation Debate Isn’t In WashingtonJoin Professors Byrnes and Bloink on June 11 for a fierce, but friendly, debate about tax policy.
May 16, 2025
Trump Tax Cuts Rejected by House PanelFour ultraconservatives want deeper cuts to Medicaid and a faster phase-out of clean energy tax credits.
May 16, 2025
House Tax Bill Is in TroubleThe current version doesn't have the votes to pass the House, Greg Valliere says.
May 15, 2025
House Tax Bill Offers $4,000 Deduction for SeniorsThe proposal is an alternative to the Trump plan to eliminate the income tax on Social Security benefits.
May 14, 2025
House Tax Bill Extends Crucial Deductions for Business-Owning ClientsThe bill reinstates 100% bonus depreciation and increases the break on qualified business income.
May 14, 2025
Betterment Acquires Direct Indexing, Tax Optimization ProviderRowboat Advisors' software will help RIAs develop more personalized portfolios.