Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
What Tax-Free Home Sales Could Mean for Wealthy Americans
By John ManganaroJeff Levine says proposed legislation might lead to some "VERY interesting" capital allocation decisions.
July 31, 2025
Democrats Assail Bessent on 'Privatizing' Social Security RemarkThe Treasury secretary is under fire for discussing "Trump accounts" as being a "backdoor for privatizing Social Security."
July 29, 2025
Tax and Investing Pitfalls Greet Americans Who Move to Europe"Certain investing techniques don’t work here," France-based advisor Robert Levitt tells ThinkAdvisor.
July 28, 2025
Small-Business Owners Aren't Claiming 401(k) Startup Credits. What Gives?A new analysis shows only about 5.5% of “apparently eligible” firms claim the credit.
July 28, 2025
Should Clients Over 60 Do Roth Conversions?Taxes, retirement income, RMDs and legacies are especially important considerations for clients near or in retirement.
July 28, 2025
Don’t Be Fooled: TIPS Are a Powerful Retirement Planning ToolRetirement researcher Wade Pfau is a fan of Treasury inflation-protected securities, including in times of lower inflation.
July 27, 2025
How Trump's Megabill Affects Qualified Business Income DeductionsTwo tax experts highlight key limitations around pass-through entities' 20% deduction for QBI.
July 25, 2025
Second Tax Bill Could Bring 'Rothification' of Retirement PlansThis may be a long-term benefit for investors but also serves Washington’s interests, legislative expert Jeff Bush says.