Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Creditor Protection Trust Fails Under Court Scrutiny
By Robert Bloink and William H. ByrnesA recently decided case underscores the importance of understanding states' limitations around shielding assets.
April 23, 2026
Schwab Imposes New Account Curbs as Tax-Aware Strategies BoomSchwab is the latest brokerage to rein in long-short SMAs.
April 22, 2026
New Bill Creates Prefilled Tax FormsThe Autofill Act would enable taxpayers to download pre-populated 1040 forms through an IRS website.
April 22, 2026
San Francisco Billionaire Punches Back Against 'Overpaid CEO' TaxAfter starting successful companies and amassing $13 billion, Chris Larsen has become the face of a billionaires' revolt.
April 21, 2026
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April 20, 2026
NYC's Second-Home Tax Unites Mamdani, HochulAbout 13,000 properties in the city would likely be affected by the proposed tax rules, the state's governor says.
April 17, 2026
IRS Releases Tool to Help Taxpayers Resolve DebtTax Debt Help explains payment options as well as how to settle debt for less than is owed.