Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
New Bill Cuts Capital Gains Taxes for Some High Earners
By Melanie WaddellThe legislation moves the long-term capital gains tax thresholds to align with income tax brackets.
April 15, 2025
Make Tax Season the Starting Line for Year-Round PlanningOngoing conversations provide added value and an elevated experience for clients long after they file their returns.
April 15, 2025
Millionaire Tax Hike Gains Steam as Trump Signals OpennessRepublicans in the White House, Senate and House are working to craft a new tax bracket.
April 14, 2025
Trump Tax Cut Extensions Are Far From a Done DealClients counting on the $14 million estate tax exemption should act now, Mercer’s head of wealth solutions says.
April 11, 2025
11 Common 529 Plan Questions, AnsweredThe educational accounts have a lot of potential but also come with a degree of complexity.
April 11, 2025
Ed Slott: What to Expect From GOP Tax BillIt's clear the 2017 tax cuts will be extended and possibly modified, the CPA says.
April 10, 2025
House Passes Plan to Advance Trump Tax CutsRepublicans can now pass Trump’s $5.3 trillion decade-long tax cut solely on GOP votes.
April 10, 2025
House Republican Sees SALT Deduction Limit Rising to $30,000The draft tax bill includes a SALT increase as high as $25,000 for an individual.