Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Silver Lining Amid Market Turmoil? Company Stock Distributions
By Robert Bloink and William H. ByrnesThe net unrealized appreciation strategy can make sense for clients anticipating lower tax rates down the road.
April 23, 2025
New Bill Cuts Capital Gains Taxes for Some High EarnersThe legislation moves the long-term capital gains tax thresholds to align with income tax brackets.
April 18, 2025
Schwab and Others Bet on Tax-Savvy ETFsAt stake is a fund model patented by Vanguard that helped it save clients billions on taxes.
April 18, 2025
Why SALT Cap for Some High Earners Gets Special Focus in CongressRepublicans are on track to raise the $10,000 cap on the state and local tax deduction.
April 15, 2025
Make Tax Season the Starting Line for Year-Round PlanningOngoing conversations provide added value and an elevated experience for clients long after they file their returns.
April 15, 2025
Millionaire Tax Hike Gains Steam as Trump Signals OpennessRepublicans in the White House, Senate and House are working to craft a new tax bracket.
April 14, 2025
Trump Tax Cut Extensions Are Far From a Done DealClients counting on the $14 million estate tax exemption should act now, Mercer’s head of wealth solutions says.
April 11, 2025
11 Common 529 Plan Questions, AnsweredThe educational accounts have a lot of potential but also come with a degree of complexity.