Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
13 New Tax Numbers to Know for 2027
By Melanie WaddellThe IRS announced Thursday the 2027 annual inflation adjustments, which include an increase in the estate tax exclusion.
November 04, 2026
PRO
Case Study: Helping a Widowed Client Balance Charity, Roth ConversionsEvery choice in the planning process affected the others, fee-only fiduciary Justin Hall recalls.
November 04, 2026
'Service Inflation' and the Advisor Challenges AI Can't SolveMission Wealth aims to be a "one-stop shop" for clients, CEO Matthew Adams tells ThinkAdvisor.
October 29, 2026
IRS Chief Donates to Trump AccountsFrank Bisignano, executive in charge of the savings tool, will contribute to children in his hometown of Brooklyn.
October 29, 2026
Mercer Advisors CEO: How a $110B RIA Stays 'Very Teeny'Dave Welling discusses AI, recruiting, tax planning and keeping a boutique feel while adding hundreds of clients a month.
October 28, 2026
Jeff Levine: Watch This New Tax Credit in 2027Focus Financial's planning chief also weighs in on underused year-end tax moves and why some advisors shouldn't do tax planning.
October 27, 2026
PRO
MLPs: Cash Flow With Tax Deferral Built InMaster limited partnerships make quarterly payouts while deferring taxes until the investor's basis reaches zero.
October 27, 2026
12 Funds Planning the Biggest Capital Gains Payouts in 2026: MorningstarMany asset classes have had another strong year as companies determine end-of-year distributions.