Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Tax and Spending Bill Delivers Estate Tax Gift to UHNW Clients
By Robert Bloink and William H. ByrnesWealthy clients have the certainty they need to engage in wealth transfer strategies designed to minimize tax exposure.
August 22, 2025
Ed Slott: Here's the Secret to Good Tax Planning"Always pay taxes at the lowest rate — that's it," the retirement expert maintains. "It's that simple."
August 21, 2025
Debate: Should 401(k) Tax Breaks Be Curtailed?Current benefits related to DC plans will cost the government $1.4 trillion in revenue over 10 years.
August 20, 2025
TaxStatus Taps New Board MembersEric Clarke and Ric Edelman will help the tax data provider with the launch of its new lead generation program for advisors.
August 16, 2025
What Your Executive Clients Need to Know About Trump's New Tax LawThe OBBBA impacts executive compensation in several complex ways that advisors and clients alike should review.
August 15, 2025
Social Security Bill Aims to Raise Payroll Tax CapThe legislation also would use the Consumer Price Index for the Elderly to calculate cost-of-living adjustments.
August 12, 2025
Social Security 2026 COLA Estimate Rises to 2.7%The cost-of-living adjustment has risen for six months in a row, with headlines pointing to growing pressure from tariffs.
August 11, 2025
Trump Tax Law Boosts Income for Wealthy, Squeezes Poor: CBOHouseholds in the highest 10% of incomes could see about a $13,600 boost in resources on average, or a 2.7% income increase.