Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
New Bill Requires IRS to Provide Call Wait Times
By Melanie WaddellThe proposed legislation would also make tax returns and notices available via the agency website or mobile app.
April 08, 2026
Most Advisors Have Big Gaps in Medicare Knowledge: SurveyFew who took an insurer's quiz understood that "Original Medicare" lacks a cap on annual out-of-pocket spending.
April 07, 2026
12 States With the Lightest Tax Burdens: 2026WalletHub's research seeks to clarify how U.S. taxpayers are affected by complex federal and state tax codes.
April 02, 2026
Case Opens Door to COVID-Era Tax Refund ClaimsMany taxpayers may be entitled to significant refunds for late payments, late filings and other penalties.
April 02, 2026
Maine Governor Backs Millionaire TaxJanet Mills' flip-flop means she now endorses the 2% surtax, which would put the state's top tax rate at 9.15%.
April 01, 2026
More Than 4M Children Signed Up for Trump Accounts: IRSTaxpayers can enroll by filling out a one-page form when filing their return, the agency head says.
April 01, 2026
12 States With the Heaviest Tax Burdens: 2026State and local taxes eat up 9% or more of personal income in these states, WalletHub finds.
March 31, 2026
Washington State Adopts Millionaires' TaxThe 9.9% tax on income over $1 million starts in 2028.