Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Ed Slott: How to Weigh Roth Conversions Against Trump's New Tax Cuts
By Melanie WaddellThe long-term gain may justify the pain of losing a deduction when the conversion is made, Slott says.
September 04, 2025
Time Running Out to Secure Green Energy Tax BreaksThe recent tax and spending megabill significantly accelerates the repeal of the Biden-era clean energy credits.
September 03, 2025
GOP Wants a Second Big Tax and Spending Bill but Faces HeadwindsAfter the One Big Beautiful Bill Act, there are few incentives left to entice swing-state lawmakers.
September 03, 2025
Modera Wealth Buys Accounting Firm to Boost In-House Tax ServicesThe founder of the firm, New Jersey-based Ferrentino and Associates, will become Modera's director of tax services.
September 02, 2025
Would Taxing Workplace Health Benefits Help Save Social Security?Such a policy change would decrease the program's funding shortfall, researchers say, but there’s a catch.
August 28, 2025
7 Tricky Social Security Tax Rules to KnowUp to 85% of clients' benefits may be subject to federal income tax if their combined income exceeds certain thresholds.
August 28, 2025
New $6,000 Deduction for Seniors Doesn't Repeal Social Security TaxesThe recent statement that Trump's tax law "eliminated federal income taxes on Social Security" is misleading, groups say.
August 26, 2025
IRS to Leave Interest Rates Flat in Q4For individuals, the rate for overpayments and underpayments will be 7% per year, compounded daily.