Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Shutdown Threatens to Hit IRS as Trump Touts Massive Tax Refunds
By Caitlin ReillyIts annual funding runs out after midnight Friday, when employees would be furloughed or required to work without pay.
January 27, 2026
Billionaire Tom Steyer Says He'd Vote for California Wealth TaxThe candidate for governor said he'd vote for the one-time 5% tax on billionaire wealth if it reaches the November ballot.
January 23, 2026
New Bill Aims to Help New Homebuyers With Tax Break for Older SellersThe American Dream Act creates an incentive to sell properties worth $500,000 or less to first-time buyers.
January 22, 2026
Wealth Tax Plan Draws Fire From Top California DemocratsTheir main concern is what happens to the state's tech industry if venture capitalists and founders depart.
January 22, 2026
Cetera Acquires $1.9B Avantax-Affiliated Wealth BusinessDarnall Sikes Wealth Partners serves high-net-worth individuals, business owners and their families.
January 20, 2026
Watch Out for These 6 Tax Traps in 2026Don't let recent tax changes catch your clients by surprise.
January 20, 2026
3 Things to Know About Using Individual Annuities in Costa RicaHere's an example of how collecting retirement income in another country really works.
January 16, 2026
What to Know About RMDs and Roth Conversions in 2026While many transactional deadlines aren’t until year-end, others arrive in a few months.