Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Tax Court Judge Notices a Couple Keeping an Annuity
By Allison BellThe judge interpreted a rational asset sale strategy as a sign the couple wasn't under severe financial pressure.
April 27, 2025
Trump Floats New Income Tax CutThe president says his tariffs would help him lower income taxes for those making less than $200,000 a year.
April 24, 2025
Silver Lining Amid Market Turmoil? Company Stock DistributionsThe net unrealized appreciation strategy can make sense for clients anticipating lower tax rates down the road.
April 24, 2025
Debate: Should the Top Tax Rate Return to 39.6%?Debate over extending the 2017 tax cuts is tied to increasing the rate on income above $1 million.
April 23, 2025
Trump Says Millionaire Tax Would Push Wealthy to Leave the U.S.But some Republicans are open to raising levies on top earners to help pay for other parts of Trump’s agenda.
April 23, 2025
New Bill Cuts Capital Gains Taxes for Some High EarnersThe legislation moves the long-term capital gains tax thresholds to align with income tax brackets.
April 18, 2025
Schwab and Others Bet on Tax-Savvy ETFsAt stake is a fund model patented by Vanguard that helped it save clients billions on taxes.
April 18, 2025
Why SALT Cap for Some High Earners Gets Special Focus in CongressRepublicans are on track to raise the $10,000 cap on the state and local tax deduction.