Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
This Big Driver of Social Security Insolvency Has Long Been Ignored
By John ManganaroThe aging population and payroll tax trends don't tell the whole story, former Social Security official Andrew Biggs says.
July 15, 2025
Social Security 2026 COLA Estimate Rises to 2.6%The Senior Citizens League’s projection has increased consistently in 2025.
July 15, 2025
Ed Slott: Roth Conversions Are Trickier Under New Tax LawMany of the new tax breaks can be lost if taxpayers push their income up too high, Slott warns.
July 14, 2025
The Future of Advice, According to eMoneyExecutives Susan McKenna and Mathew Schulte see sky-high — and growing — demand for personalized financial planning.
July 14, 2025
Learn All You Need to Know About the New Tax LawOn July 23, Professors William Byrnes and Robert Bloink will dig into Trump’s "One Big Beautiful Bill."
July 10, 2025
Debate: Is Permanent 100% Bonus Depreciation in Trump Tax Law a Good Thing?The increase in year one applies to qualified property acquired and placed into service on or after Jan. 19.
July 09, 2025
How Trump’s Tax and Spending Bill Affects Clients, Small BusinessesIt's critical for advisors to understand the extended, enhanced and entirely new provisions in the legislation.
July 09, 2025
BlackRock’s Cash-Like ETF Eclipses Infamous Long-Bond TradeOne fund has emerged as a haven for cautious cash holders; the other continues to fall out of favor.