Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Time Running Out to Secure Green Energy Tax Breaks
By Robert Bloink and William H. ByrnesThe recent tax and spending megabill significantly accelerates the repeal of the Biden-era clean energy credits.
September 02, 2025
Would Taxing Workplace Health Benefits Help Save Social Security?Such a policy change would decrease the program's funding shortfall, researchers say, but there’s a catch.
August 28, 2025
7 Tricky Social Security Tax Rules to KnowUp to 85% of clients' benefits may be subject to federal income tax if their combined income exceeds certain thresholds.
August 28, 2025
New $6,000 Deduction for Seniors Doesn't Repeal Social Security TaxesThe recent statement that Trump's tax law "eliminated federal income taxes on Social Security" is misleading, groups say.
August 26, 2025
IRS to Leave Interest Rates Flat in Q4For individuals, the rate for overpayments and underpayments will be 7% per year, compounded daily.
August 24, 2025
Tax and Spending Bill Delivers Estate Tax Gift to UHNW ClientsWealthy clients have the certainty they need to engage in wealth transfer strategies designed to minimize tax exposure.
August 24, 2025
Debate: Should Itemized Deductions Be Capped for the Wealthy?Starting in 2026 deductions will be reduced for those in the 37% tax bracket.
August 24, 2025
7 Facts Americans Get Wrong About Social SecurityEven high-income clients care about the program, but many don't know much about it.