Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Rush to Launch Vanguard-Style Funds Draws Warnings
By Emily Graffeo and Vildana HajricAdding ETF share classes to mutual funds could mean taxable gains get passed on to ETF investors.
May 23, 2025
10 Most Affordable U.S. Cities to Buy a Home: 2025Some areas offer better opportunities for owning a typical home on a typical salary, Clever Real Estate finds.
May 22, 2025
What's Next for the Trump Tax Bill"We are so far away from an acceptable bill, it’s hard to say," said Sen. Ron Johnson, R-Wis.
May 22, 2025
House Passes Trump Tax BillThe bill now heads to the Senate, where groups of Republicans are pressing for extensive changes.
May 21, 2025
6 Secrets Clients Keep From AdvisorsWhile not intended to derail financial plans, these omissions can hinder tailored and effective planning.
May 21, 2025
White House Says Failure to Pass Tax Bill Would Be ‘Ultimate Betrayal’Lawmakers struck a deal on the SALT cap, but some ultraconservatives are still on the fence.
May 21, 2025
Johnson Says Agreement Reached on Raising SALT Cap to $40,000The agreement suggests a resolution to one of the final issues holding up President Donald Trump’s economic bill.
May 21, 2025
Senate Passes No Tax on Tips ActThe bill, which passed 100-0, would exempt up to $25,000 in tips from federal income tax.