Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
15 Most Tax-Friendly States: 2025
By Michael S. FischerProperty, sales and income tax rates alone don't tell the whole story of taxes' true impact, WalletHub finds.
April 07, 2025
Trump’s Tariffs Raise Tax-Cut Stakes With Recession Fears RisingTrump’s much bigger-than-expected tariff hikes increase the urgency of the Republican tax-cut package.
April 04, 2025
Businesses Pounce as GOP Weighs Limiting Corporate SALT BreakPoliticians may trim C-SALT to pay for raising the individual SALT deduction to $25,000.
April 04, 2025
Josh Brown: It's Not Time to Buy the DipClients who want to take gains should be careful to avoid tax liability, the Ritholtz Wealth CEO says.
April 03, 2025
How to Help Clients Prepare for a Possible Estate Tax Exemption SunsetAdvisors and clients should prepare for the possibility that lawmakers' effort to renew the 2017 threshold falls apart.
April 02, 2025
Senate Unveils Plan to Fast-Track Tax Cuts, Debt Ceiling HikeIt includes a $4 trillion extension of Trump’s tax cuts and $1.5 trillion in other levy reductions.
April 02, 2025
Republicans Eye $25,000 SALT Cap as Trump’s Tax Cuts Take ShapeThe plan, still being drafted, is said to include some of Trump's campaign pledges for new tax cuts.
April 01, 2025
15 States With Highest Tax Burdens: 2025State and local taxes eat up 9% or more of personal income in these states, WalletHub finds.