Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
FAQ: Does Your Client Know These 2025 Tax Deadlines?
By Roger WohlnerApril 15 is the cutoff for individual returns, but a number of other deadlines come sooner.
December 16, 2025
5 Things for Advisors to Know About the Health Insurance Subsidy RumbleThe most important: Clients under 65 who pay for their own coverage face some uncertainty.
December 12, 2025
That Time 730,000 People Got Misleading Roth Conversion AdviceA Dave Ramsey video about RMDs illustrates how financial gurus' mistakes get magnified, advisor Brad Pistole says.
December 11, 2025
Trump Administration Plans to Boost Tax Break for CorporationsThe move aims to weaken the 15% minimum tax, which former President Joe Biden signed into law in 2022.
December 11, 2025
Fidelity Go Offers Tax-Loss Harvesting for Higher-Balance AccountsThe feature is available to clients with taxable robo-advisor account balances of at least $25,000.
December 10, 2025
Ed Slott: Year-End Tax Planning Dos and Don'tsTake advantage of historically low tax rates to reduce your clients' IRA balances, the CPA and retirement expert says.
December 10, 2025
The Retirement Tax Reality Roth 401(k) Savers OverlookA common oversight can lead to mistaken assumptions about tax rates in retirement, advisor Cody Garrett warns.
December 08, 2025
Trump Tax Bill Was Overhyped; Stimulus Is Coming: ValliereTrump got inflation "totally wrong" and will take action to boost the economy before the midterms, the strategist predicts.