Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
GOP Eyes Endowment Tax Hike
By Nancy Cook and Erik WassonRepublicans are reportedly considering boosting the 1.4% endowment tax to rates as high as 14% to 21%.
May 08, 2025
What Tax-Free Social Security Benefits Would Really MeanPayments would increase in the short term, but the policy could accelerate insolvency or be challenged in court.
May 07, 2025
Commerce Secretary Howard Lutnick Has an Annuity. Here's How to TellSome clients tell the IRS about their annuities with one form — and the whole world with another.
May 07, 2025
Life Insurance 'Will Not Be a Pay-For' for Tax Bill, Finseca Tells CongressA group for high-end wealth advisors is lobbying for stability in estate tax rules but not for repeal.
May 07, 2025
SALT Republicans Have to Accept ‘Unhappy’ Deal, GOP Chair WarnsThere will be a boost to the $10,000 cap on this deduction, but not as much as some states want.
May 06, 2025
Tax Reform Bill Close to Stalling: ValliereHouse opposition will push the timetable for passage well into summer, says the AGF Investments strategist.
May 05, 2025
LPL Taps eMoney’s WealthVision Planning SoftwareThe tool helps advisors go beyond investment management to integrate advice on estate, tax, retirement and insurance.
May 05, 2025
IRS Lost 31% of Tax Auditors in DOGE Downsizing, Watchdog FindsThe departures are likely to hamper the agency’s ability to go after tax cheats.