Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Health Costs Clip Retirees' Income: Report
By John ManganaroEven with Medicare coverage and ignoring long-term care, older Americans face sizable out-of-pocket medical spending.
February 04, 2026
TaxStatus' Jump Integration Links IRS-Verified Data to Planning PlatformThe partnership reflects growing demand in the advisor space for verified financials and AI-powered planning.
February 03, 2026
Don't Let Clients Miss These 7 Tax Benefits in 2026These breaks are new for the 2025 tax year, and some are temporary.
February 03, 2026
New Bill Overhauls Individual Income Tax RatesThe Middle Class Tax Act would levy "a significant tax increase on high earners and capital income," said Jeff Bush.
January 30, 2026
Jeff Levine Calls Tax-Planning Gap Report an 'Indictment' of Advisor IndustryThe self-professed tax nerd says he was disappointed by the results of a recent BlackRock survey.
January 30, 2026
Debate: Should HSA Rules Be Tightened?Currently, once the account owner reaches age 65, there's penalty-free access for any purpose.
January 29, 2026
How to Help Clients Duck the 'SALT Torpedo'More affluent households can be unknowingly exposed to what planners call the state and local tax deduction trap.
January 29, 2026
No Tax on Overtime: What to Know in Filing SeasonThe IRS has released an FAQ on the deduction for qualified overtime compensation.