Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
12 Top States for Estate and Trust Income Taxes
By Allison BellFew have heard of this tax, but it raises about twice as much revenue as the federal estate tax.
July 24, 2025
CFP Board Starts Search for Next CEOSpencer Stuart, the executive recruitment firm, will assist in finding Kevin Keller's replacement.
July 23, 2025
Tax and Spending Bill Expands Savings Options for ChildrenThe legislation creates Trump accounts for minors and boosts 529 education plan benefits.
July 23, 2025
13 Best Dividend ETFs for Passive Income: MorningstarThese highly rated funds are expected to outperform over a full market cycle, Susan Dziubinski writes.
July 23, 2025
New Trump Tax Breaks Raise Big QuestionsStaff cuts are complicating efforts at Treasury and IRS to put intricate new policies into action.
July 22, 2025
Orion Clients Surge to $5 Trillion in AssetsAssets served by advisors using the firm's technology have grown 35% since 2023.
July 21, 2025
IWI Revamps Retirement Management Advisor ProgramCoursework changes are the result of a years-long effort to update the certification, CEO Sean Walters says.
July 21, 2025
IRS Weighs In on Uncashed 401(k) ChecksRevenue ruling 2025-15 "is relevant mainly in situations involving missing participants or lost benefits," says Mark Iwry.