Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Start Tax Filing Season on Time, Lawmaker Urges IRS
By Melanie WaddellThe previous acting IRS commissioner said the start date would be delayed to mid-February to implement OBBBA changes.
October 10, 2025
Interactive Brokers Adds Advanced Tax Planning CapabilitiesTraders can now preview potential gains (or losses) before submitting orders and select specific lots to close.
October 10, 2025
13 New Tax Numbers to Know for 2026The IRS adjustments reflect notable changes under the new tax law.
October 09, 2025
IRS Issues Final Word on Catch-Up ChangesThe regulations guide employers on “super catch-up” contributions and the Roth mandate for certain high-income taxpayers.
October 09, 2025
Orion Revamps Brand Fresh Off $5T MilestoneOrion executives Ron Pruitt and Betsy Perez tell ThinkAdvisor the brand change is more than symbolic.
October 09, 2025
IRS Reveals Tax Adjustments for 2026The changes to bracket thresholds, credits and deduction amounts apply to more than 60 tax provisions.
October 09, 2025
IRS Furloughs Nearly Half of Workforce as Shutdown Drags OnThe move, which pauses most taxpayer services, represents a sharp departure from the first week of the shutdown.
October 08, 2025
American College Debuts Advisor Search Website, National TV AdThis year has been the most exciting of George Nichols' tenure as the college’s leader, he tells ThinkAdvisor.