Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
3 Things to Know About Using Individual Annuities in Costa Rica
By Federica GraziHere's an example of how collecting retirement income in another country really works.
January 16, 2026
Millionaire Tax in Rhode Island Gets Governor's SupportDan McKee wants to raise the state levy on incomes over $1 million to 8.99%, an increase of three percentage points.
January 15, 2026
TaxStatus Adds Two Productivity ToolsThe firm has rolled out a tax prep checklist and a tax return history solution to aid advisors.
January 14, 2026
Wealthy Clients Need More Advisory Services: BlackRockNew survey findings suggest a gap between client expectations and advisor workflows.
January 13, 2026
Trump Seems Uncertain About Senate ACA Subsidy Extension BillHe told a reporter he "might" veto an extension bill.
January 12, 2026
This Type of SALT Cap Workaround Is Not OK, Appeals Court ConfirmsCourts have upheld the IRS' position prohibiting charitable contribution-for-credit programs designed to offset cap effects.
January 12, 2026
Tax Filing Season Opens Jan. 26A delay until February had been anticipated due to changes related to the One Big Beautiful Bill Act.
January 08, 2026
Why Some Wealthy Households Face a Tax Hike in 2026While the 2025 megabill cut rates for most, one group in particular could pay more, analyst Jeff Bush says.