Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Trump Signs His Tax-and-Spend Bill at White House Ceremony
By Stephanie Lai and Jennifer A. DlouhyHe signed the bill into law Friday, enshrining an extension of tax cuts and steep cuts to some health programs.
July 03, 2025
Who Won and Lost in Trump’s Tax BillBusiness investors and wealthy Americans are among the biggest winners in President Donald Trump’s tax bill.
July 02, 2025
401(k) Warning: Don't Confuse 'After-Tax' With RothWhen a 401(k) account contains both pre- and after-tax dollars, the pro rata rule applies to distributions.
July 02, 2025
Trump Meets GOP Hardliners as Tax Bill Hits Resistance in HouseSeveral House lawmakers predicted that the first procedural vote on Wednesday would fail.
July 01, 2025
Trump Tax Bill Hits Republican Resistance in House Ahead of Vote"I have very strong concerns and am not very inclined to support," said Rep. Chip Roy (R-Texas).
July 01, 2025
$27B RIA Taps Edelman Financial Exec as CEOChicago-based Choreo has hired Jason Van de Loo to serve as its new leader.
July 01, 2025
What’s in the Tax Bill That Just Passed the SenateKey provisions include a deal to raise the limit on the state and local tax deduction to $40,000 a year.
July 01, 2025
Trump’s Tax Bill Passes SenateThe House is expected to vote on the bill this week, but success is not guaranteed.