Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
The Real Value of an Advisor, by the Numbers
By Dinah Wisenberg BrinRussell Investments set out to quantify how, and how much, financial advisors improve clients' returns.
July 09, 2026
IRS Rolls Out Automatic First-Time Penalty ReliefTaxpayers qualify if they have filed and paid on time for the past three years.
July 09, 2026
How Solo 401(k)s Can Benefit Self-Employed WorkersSignificant opportunity exists for advisors to introduce small-business owners and other entrepreneurs to the savings option.
July 09, 2026
Envestnet, Vanguard Team Up to Help Advisors Boost Tax EfficiencyVanguard's Advisor's Alpha framework is now available on Envestnet's wealth platform.
July 08, 2026
IRS Issues Final Regs on a Dodgy Trust TransactionThe strategy at issue involves moving highly appreciated property to a charitable remainder annuity trust, Jeff Bush explains.
July 08, 2026
PRO
How an HNW Advisor Engineers Tax AlphaShort-sighted tax strategies can come back to bite clients later, Ryan Fleischer tells ThinkAdvisor.
July 06, 2026
Debate: Do HSAs Address Healthcare Affordability Gaps?Many Republicans in Congress have advocated for expanding health savings accounts as a solution to the affordability issue.
July 01, 2026
PRO
Ed Slott: Brush Up on OBBBA and Trump Accounts — NowClients will ask about these developments, the tax expert says, as a way to "judge their advisor's competence."