Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Debate: Should Key Tax Bill Provisions Be Temporary?
By Robert Bloink and William H. ByrnesSeveral components of the working drafts in Congress are scheduled to leave the tax code after 2028.
June 18, 2025
Trump Urges SALT Deal as Lawler Stands Firm on $40,000 Cap“We’re not going to fold here,” the New York congressman says.
June 17, 2025
The Biggest Changes in Senate Tax BillJeff Levine zooms in on itemized deductions and business tax breaks.
June 17, 2025
What’s New in the Senate Version of Trump’s Tax and Spending BillThe Senate Finance Committee's legislation modifies some key breaks, from SALT to the child tax credit.
June 16, 2025
Senate Deadlocked on SALTThe draft bill, slated to be released later Monday, includes the current $10,000 SALT cap.
June 13, 2025
Advisors, Please Stop Spreading This 529 Plan Falsehood: Jeff LevineDespite misleading headlines, there is no practical limit on how much someone can contribute to a 529 account.
June 13, 2025
Debate: Should the Tax Bill Expand HSAs?The bill allows Medicare enrollees to contribute and makes some marketplace health plans HSA-eligible, among other changes.
June 13, 2025
Supreme Court Favors IRS Over Tax CourtThe ruling may reduce the ability of taxpayers to get cash back from the IRS quickly.