Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Debate: Did the IRS Make the Right Call on Automatic Penalty Relief?
By Robert Bloink and William H. ByrnesTaxpayers qualify if they have a history of filing and paying on time for the prior three years.
July 13, 2026
New Bill Eliminates SALT Cap Marriage PenaltyThe legislation would double the deduction cap on state and local taxes for couples filing jointly.
July 13, 2026
PRO
Income and Tax Planning for Clients Working at 70 or BeyondOlder workers and their advisors have important decisions to make around RMD planning, tax deductions and health coverage.
July 10, 2026
The Real Value of an Advisor, by the NumbersRussell Investments set out to quantify how, and how much, financial advisors improve clients' returns.
July 10, 2026
NYC Lawyers Slam Pied-a-Terre Tax as a 'Half-Baked Money Grab'The new tax is being implemented rapidly in part to generate revenue to balance the city's budget.
July 10, 2026
Is Buying a Home Still the Way to Wealth? Some Young Americans Aren't SureHomes are seen as a worse investment for first-time buyers today because wages haven't kept up with surging prices and ownership costs.
July 09, 2026
IRS Rolls Out Automatic First-Time Penalty ReliefTaxpayers qualify if they have filed and paid on time for the past three years.
July 09, 2026
How Solo 401(k)s Can Benefit Self-Employed WorkersSignificant opportunity exists for advisors to introduce small-business owners and other entrepreneurs to the savings option.