Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
How to Optimize Charitable Tax Deductions in 2026 and Beyond
By Roger WohlnerWith several changes in place, advisors can help clients make the most of their donations.
October 21, 2026
15 State Tax Ballot Measures to Watch in the MidtermsCalifornians will vote on a wealth tax for billionaires — but there's a twist.
October 20, 2026
The Medicare Surcharge Many Clients Can Appeal, and Don'tFor clients whose life just changed, a two-year-old tax return is not a reasonable stand-in for the present.
October 19, 2026
5 Ways to Help Clients Avoid RMD ConfusionMany retirees withdraw only the minimum because they misunderstand the purpose of RMDs, research finds.
October 19, 2026
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A Tax Bill Prediction and an Untapped IRA StrategyTax expert Sean Mullaney talks midterm elections, tax bill likelihood and year-end tax planning strategies for advisors.
October 19, 2026
Estate and Inheritance Taxes in 17 States: 2026Some clients with assets far below the federal threshold need to plan for these levies, according to the Tax Foundation.
October 15, 2026
Schwab Plans Proprietary Long-Short Product, Touts AI AdvancesThe firm seeks "sustainable ways" to meet demand for tax-aware strategies, CEO Rick Wurster says.
October 14, 2026
IRA Planning for Non-Spouse BeneficiariesRules around inheriting such accounts have drastically changed in recent years.