Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
How 7 States Are Reforming Property Taxes
By Michael S. FischerWhile the relief could be a boon to clients, these cuts put local budgets at risk, Pew finds.
February 23, 2026
When Your Client Says 'I Can Take It From Here': Advisors' AdviceWhat do you say to a client who wants to go DIY? Five advisors and a coach weighed in.
February 19, 2026
10 States With Highest Top Income Tax Rates: 2026Even the mass affluent take a big hit in some states, Tax Foundation research shows.
February 18, 2026
12 States With the Highest Property Taxes: 2026When high rates meet high property values, it's a double whammy for residents.
February 18, 2026
New Bill Would Make $6,000 Senior Deduction PermanentThe tax break, part of the One Big Beautiful Bill Act, expires in 2028.
February 18, 2026
Dani Fava: The AI 'Tipping Point' for RIAs Is HereThe market reaction to Altruist's new tax tool drove home the reality of AI's advancement, the Carson exec says.
February 17, 2026
Average Tax Refunds Up More than $200 as Filing Season OpensThe Treasury Department has promised tax refunds $1,000 higher on average than last year.
February 12, 2026
Using Trusts to Minimize State-Level TaxesFor clients expecting large capital gains and other liquidity events, planning opportunities exist.