Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Ed Slott: Here's the Secret to Good Tax Planning
By Melanie Waddell"Always pay taxes at the lowest rate — that's it," the retirement expert maintains. "It's that simple."
August 16, 2025
What Your Executive Clients Need to Know About Trump's New Tax LawThe OBBBA impacts executive compensation in several complex ways that advisors and clients alike should review.
August 15, 2025
Social Security Bill Aims to Raise Payroll Tax CapThe legislation also would use the Consumer Price Index for the Elderly to calculate cost-of-living adjustments.
August 12, 2025
Social Security 2026 COLA Estimate Rises to 2.7%The cost-of-living adjustment has risen for six months in a row, with headlines pointing to growing pressure from tariffs.
August 11, 2025
Trump Tax Law Boosts Income for Wealthy, Squeezes Poor: CBOHouseholds in the highest 10% of incomes could see about a $13,600 boost in resources on average, or a 2.7% income increase.
August 11, 2025
12 Best & Worst Annuity Issuers: Q2 Sales, 2025Even with economic uncertainty framing the quarter, sales rose at seven of the ranked firms.
August 11, 2025
Top Tax Prep Firms for Customer Satisfaction: J.D. Power, 2025Professional tax services need to step it up to compete with DIY offerings, the research group says.
August 11, 2025
Trump Accounts: An Overbuilt, Underwhelming New Savings ToolThe $1,000 seed money is a good perk, but there are better investing vehicles for clients' children.