Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
2M Want to Open Trump Accounts: IRS
By Melanie WaddellFrank Bisignano, the agency's CEO, also told House lawmakers that the 2026 tax filing season is running "smoothly."
February 25, 2026
How to Avoid IRS Pitfalls When Borrowing From YourselfSolo 401(k) owners can take out loans from their retirement savings, but it's important to understand tax rules.
February 25, 2026
How 7 States Are Reforming Property TaxesWhile the relief could be a boon to clients, these cuts put local budgets at risk, Pew finds.
February 24, 2026
12 States With the Lowest Property Taxes: 2026Nationwide, the average annual property tax is $3,119, but in some states, it's far less, WalletHub finds.
February 24, 2026
IRS Issues Another RMD Rule Deadline DelayThe agency has given retirement plans more time to comply with not-yet-finalized rules under Secure 2.0.
February 23, 2026
When Your Client Says 'I Can Take It From Here': Advisors' AdviceWhat do you say to a client who wants to go DIY? Five advisors and a coach weighed in.
February 19, 2026
10 States With Highest Top Income Tax Rates: 2026Even the mass affluent take a big hit in some states, Tax Foundation research shows.
February 18, 2026
12 States With the Highest Property Taxes: 2026When high rates meet high property values, it's a double whammy for residents.