Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
'Dirty Dozen' Tax Scams of 2026: IRS
By Melanie WaddellTaxpayers should be on the lookout for these new and emerging schemes, according to the agency.
March 24, 2026
Mercer Preps Over 10,000 Tax ReturnsThe RIA doubled its tax team last year via M&As to 120 tax professionals, expanding its filing capacity.
March 20, 2026
Massachusetts Lost $4B of Income After Millionaire TaxThis movement occurred during the first year residents were subject to a 4% surtax on incomes over $1 million, the IRS says.
March 19, 2026
Debate: Should Medical Expenses Be Exempt From Itemized Deduction Limits?Legislation in 2025 created a cap on itemized deductions that will largely affect high-income clients.
March 19, 2026
Advisors, Not Firms, Hold the Power Now, Consultant Says"Employee models are losing the wealth management war," William Trout of Datos Insights argues.
March 19, 2026
Elect the Roth Employer Match? Watch for This Tax FormThis 401(k) contribution choice will trigger reporting and tax obligations that may be unfamiliar.
March 18, 2026
Should Your Client Relocate in Retirement?It's important to look at the whole picture — financial and otherwise.
March 18, 2026
Wade Pfau: Watch Out for These Tax Pitfalls in Clients' Retirement PlanningProper tax planning can mean hundreds of thousands more dollars for clients in retirement, the professor tells ThinkAdvisor.