Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
July 4 Tax Bill Deadline Isn’t the ‘End All’ Date: Trump
By Cam Kettles, Alicia Diaz, Erik Wasson and Maeve SheeheyRepublicans remain divided over several thorny issues, including size of the SALT deduction.
June 24, 2025
Bessent Predicts Republicans Reach SALT Truce Within 48 HoursThe state and local tax, or SALT, deduction has vexed Republicans for weeks.
June 24, 2025
Trump Amps Up Pressure on GOP Holdouts on His Massive Tax Bill"NO ONE GOES ON VACATION UNTIL IT’S DONE," the president posted.
June 23, 2025
Meet the First Tax Planning Certified ProfessionalsThese self-professed lifelong learners mastered the American College’s newest certification course in mere months.
June 23, 2025
Senate Readies Tax Bill for Vote as Holdouts Threaten DelayPresident Donald Trump’s tax-and-spending agenda is nearing a climactic vote in the Senate this week.
June 20, 2025
Debate: Should Key Tax Bill Provisions Be Temporary?Several components of the working drafts in Congress are scheduled to leave the tax code after 2028.
June 18, 2025
8 Flaws to Watch For in IRA Conversion ToolsThe designer of a new Roth conversion analyzer says existing tools fall far short of their intended purpose.
June 18, 2025
Top 12 Metro Areas for Finding Self-Employed ClientsIn these markets, plenty of high-income business owners are already making heavy use of financial services.