Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
CFP Board Starts Search for Next CEO
By Melanie WaddellSpencer Stuart, the executive recruitment firm, will assist in finding Kevin Keller's replacement.
July 23, 2025
New Trump Tax Breaks Raise Big QuestionsStaff cuts are complicating efforts at Treasury and IRS to put intricate new policies into action.
July 22, 2025
Orion Clients Surge to $5 Trillion in AssetsAssets served by advisors using the firm's technology have grown 35% since 2023.
July 21, 2025
IWI Revamps Retirement Management Advisor ProgramCoursework changes are the result of a years-long effort to update the certification, CEO Sean Walters says.
July 21, 2025
IRS Weighs In on Uncashed 401(k) ChecksRevenue ruling 2025-15 "is relevant mainly in situations involving missing participants or lost benefits," says Mark Iwry.
July 21, 2025
Trump Tax Law to Add $3.4T to Deficits: CBOThe figure reflects a $4.5 trillion drop in revenues and a $1.1 trillion decline in spending through 2034.
July 21, 2025
10 Worst States for Retirement Income ShortfallsPre-retirees in these states could likely use some professional help making the numbers add up.
July 18, 2025
'Big Beautiful Bill': 10 Tax Planning Points to Act On NowHere's a quick guide to help advisors move past the noise around the new tax law and into action.