Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Americans Are More Worried About Health-Care Costs Than Gas or Groceries
By Miquéla V ThorntonMore than four in 10 voters plan to cast ballots with their health insurance bills top of mind this November, a KFF report finds.
January 28, 2026
Mamdani Pushes for Tax Hikes on Wealthy New Yorkers to Fill Budget GapThe new mayor campaigned on raising income tax rates by 2 percentage points on those earning over $1 million a year.
January 27, 2026
Tax Twists Could Put Clients' Retirement Plans at RiskBig shifts in public policy could soon put popular planning assumptions to the test, warned Michael Finke.
January 27, 2026
Billionaire Tom Steyer Says He'd Vote for California Wealth TaxThe candidate for governor said he'd vote for the one-time 5% tax on billionaire wealth if it reaches the November ballot.
January 23, 2026
New Bill Aims to Help New Homebuyers With Tax Break for Older SellersThe American Dream Act creates an incentive to sell properties worth $500,000 or less to first-time buyers.
January 22, 2026
Wealth Tax Plan Draws Fire From Top California DemocratsTheir main concern is what happens to the state's tech industry if venture capitalists and founders depart.
January 22, 2026
Cetera Acquires $1.9B Avantax-Affiliated Wealth BusinessDarnall Sikes Wealth Partners serves high-net-worth individuals, business owners and their families.
January 20, 2026
Watch Out for These 6 Tax Traps in 2026Don't let recent tax changes catch your clients by surprise.