Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
12 States With the Lightest Tax Burdens: 2026
By Michael S. FischerWalletHub's research seeks to clarify how U.S. taxpayers are affected by complex federal and state tax codes.
April 01, 2026
More Than 4M Children Signed Up for Trump Accounts: IRSTaxpayers can enroll by filling out a one-page form when filing their return, the agency head says.
April 01, 2026
12 States With the Heaviest Tax Burdens: 2026State and local taxes eat up 9% or more of personal income in these states, WalletHub finds.
March 31, 2026
Washington State Adopts Millionaires' TaxThe 9.9% tax on income over $1 million starts in 2028.
March 27, 2026
'Dirty Dozen' Tax Scams of 2026: IRSTaxpayers should be on the lookout for these new and emerging schemes, according to the agency.
March 25, 2026
Should Clients Take RMDs Early in the Year or Wait?Timing doesn't affect the amount that must be withdrawn, but both approaches have benefits and drawbacks.
March 24, 2026
What Clients Should Know About Buying a Second HomeWhether they're looking for a residence or an investment, there are financing, tax and estate planning issues to consider.
March 24, 2026
Mercer Preps Over 10,000 Tax ReturnsThe RIA doubled its tax team last year via M&As to 120 tax professionals, expanding its filing capacity.