Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Watch This Trend Around Qualified Small-Business Stock
By Robert Bloink and William H. ByrnesAt least seven states do not recognize the exclusion of capital gains on this stock, and the list is growing.
August 04, 2026
Thousands Seek NYC Pied-a-Terre Tax Relief, City Hall SaysThe levy targets non-primary single-family homes worth $5 million or more and apartments worth $1 million or more.
August 04, 2026
Social Security Fixes: The Bad and the UglyIt comes down to raising taxes (unpopular) or cutting benefits (even less popular). But there's an even worse option.
August 03, 2026
The Estate Tax Exemption Cliff Is No More. Now What?Here's what advisors got right before OBBBA and what deserves a second look, according to Oasis Group CEO John O'Connell.
August 03, 2026
PRO
Don't Let These Retirement Planning Blind Spots Surprise Your ClientsStress-testing a retirement plan can help alleviate the points of failure that many clients overlook.
July 31, 2026
This Tax Planning Strategy Makes Advisors 'Indispensable': Jeff BushClients hire professionals, the tax expert says, "to ensure their financial plan succeeds regardless of who wins" the elections.
July 29, 2026
Wealth.com Partners With FMG SuiteTim White, the estate and tax planning platform's chief growth officer, describes the collaboration as "incredibly complementary."
July 28, 2026
5 Mistakes to Avoid With Asset LocationWhere assets are held — in taxable, tax deferred or tax-free accounts — really matters.