Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
New Bill Would Make $6,000 Senior Deduction Permanent
By Melanie WaddellThe tax break, part of the One Big Beautiful Bill Act, expires in 2028.
February 12, 2026
Using Trusts to Minimize State-Level TaxesFor clients expecting large capital gains and other liquidity events, planning opportunities exist.
February 10, 2026
Health Costs Clip Retirees' Income: ReportEven with Medicare coverage and ignoring long-term care, older Americans face sizable out-of-pocket medical spending.
February 10, 2026
Altruist Adds Tax Planning Tools Within AI Platform HazelJason Wenk, founder and CEO of Altruist, said Hazel's features redefine what tax planning means for advisors.
February 05, 2026
Yes, Inherited Roth IRAs Have RMDs. Here's What to Know.Identifying the correct obligations will depend on the client's status and, perhaps, the elections made by a prior beneficiary.
February 04, 2026
TaxStatus' Jump Integration Links IRS-Verified Data to Planning PlatformThe partnership reflects growing demand in the advisor space for verified financials and AI-powered planning.
February 03, 2026
Don't Let Clients Miss These 7 Tax Benefits in 2026These breaks are new for the 2025 tax year, and some are temporary.
February 03, 2026
New Bill Overhauls Individual Income Tax RatesThe Middle Class Tax Act would levy "a significant tax increase on high earners and capital income," said Jeff Bush.