Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
NY Plans New Tax on City Homes Over $1M Bought With Cash
By Raga Justin, Danielle Muoio Dunn , Laura Nahmias and Nacha CattanThe levy is expected to raise $160 million to help fill the city's budget hole.
May 13, 2026
DAFs Gaining Importance in Advisor-Client Relationships: ReportFinancial professionals have growing influence on the increasingly favored charitable giving vehicle for Americans, research finds.
May 13, 2026
Debra Taylor: How OBBBA Is Making Advisors Rethink Tax PlanningThe law's many temporary provisions and income limits make multi-year planning a must, Carson's chief tax strategist says.
May 12, 2026
New Bill Seeks to Curb Use of Trusts for Estate Tax DodgingThe Fair Trusts for Fiscal Responsibility Act taxes assets over $50 million in certain types of trusts.
May 11, 2026
Transamerica Loses Appeal in Annuity Income Payment CaseThe owner planned to use the annuity for the tax benefits and cash in before income came out.
May 11, 2026
Trump Floats Temporary Gas Tax HaltHe says he'll seek to suspend the federal 18.4 cents a gallon tax on gasoline "until it's appropriate."
May 11, 2026
How Frontloading Taxes Can Help Prevent Pain in RetirementPaying taxes sooner at lower rates, Wade Pfau suggests, offers "immediate benefits" related to future RMDs.
May 11, 2026
New Bill Creates Savings Accounts for Skills TrainingEmployers and employees could contribute to tax-advantaged accounts to fund education and training expenses.