Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Trump Tax Law to Add $3.4T to Deficits: CBO
By Jarrell DillardThe figure reflects a $4.5 trillion drop in revenues and a $1.1 trillion decline in spending through 2034.
July 17, 2025
This Big Driver of Social Security Insolvency Has Long Been IgnoredThe aging population and payroll tax trends don't tell the whole story, former Social Security official Andrew Biggs says.
July 17, 2025
Debate: Are Trump Accounts for Newborns a Viable Savings Program?Under new legislation, the federal government will provide a $1,000 initial contribution in a tax-deferred vehicle.
July 16, 2025
Trump Denies Plan to Axe Powell After Floating Idea to LawmakersHe said Wednesday: "I don’t rule out anything, but I think it’s highly unlikely, unless he has to leave for fraud."
July 15, 2025
Social Security 2026 COLA Estimate Rises to 2.6%The Senior Citizens League’s projection has increased consistently in 2025.
July 15, 2025
Ed Slott: Roth Conversions Are Trickier Under New Tax LawMany of the new tax breaks can be lost if taxpayers push their income up too high, Slott warns.
July 14, 2025
The Future of Advice, According to eMoneyExecutives Susan McKenna and Mathew Schulte see sky-high — and growing — demand for personalized financial planning.
July 14, 2025
Learn All You Need to Know About the New Tax LawOn July 23, Professors William Byrnes and Robert Bloink will dig into Trump’s "One Big Beautiful Bill."