Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Orion's Reed Colley: What the Future of AI Looks Like for RIAs
By Rob Burgess"AI is an incredible accelerant" for the evolution of holistic advice, the Orion Advisor Technology president says.
July 16, 2026
Debate: Did the IRS Make the Right Call on Automatic Penalty Relief?Taxpayers qualify if they have a history of filing and paying on time for the prior three years.
July 16, 2026
PRO
The Best Way to Manage Taxes in Retirement? Start EarlyActive planning before RMDs kick in, Cecil Staton offers, can both minimize liabilities and optimize investments.
July 15, 2026
Roth IRAs for Kids: A Planning Opportunity for the FamilyThe benefits of these accounts for minors are often overlooked, given that they are typically retirement income vehicles.
July 13, 2026
New Bill Eliminates SALT Cap Marriage PenaltyThe legislation would double the deduction cap on state and local taxes for couples filing jointly.
July 13, 2026
PRO
Income and Tax Planning for Clients Working at 70 or BeyondOlder workers and their advisors have important decisions to make around RMD planning, tax deductions and health coverage.
July 10, 2026
The Real Value of an Advisor, by the NumbersRussell Investments set out to quantify how, and how much, financial advisors improve clients' returns.
July 10, 2026
NYC Lawyers Slam Pied-a-Terre Tax as a 'Half-Baked Money Grab'The new tax is being implemented rapidly in part to generate revenue to balance the city's budget.