Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
How to Avoid RMD Mistakes Around Roth Conversions
By Robert Bloink and William H. ByrnesRMDs and Roth conversions are both taxable as ordinary income, but that doesn't mean they're interchangeable.
June 12, 2025
Republican Senators Consider $30,000 SALT Cap in Trump Tax BillThey are trying to reduce the House-passed $40,000 SALT limit, Sen. Thom Tillis says.
June 12, 2025
Lawmakers, CEOs Praise $1,000 401(k) ‘Trump Accounts’ for Babies in Tax BillTrump staged an event Monday to promote the tax-deferred investment accounts for newborns.
June 12, 2025
How to Build Financial Plans for LGBTQ+ ClientsThese individuals often face lifelong financial, legal and cultural challenges that affect their ability to save and invest.
June 11, 2025
Group Fears IRS Could Change the Time When Annuities Are TaxedThe Committee of Annuity Insurers has a bad feeling about an item on the agency's to-do list.
June 11, 2025
BlackRock, Goldman Scale Up Tax-Loss Harvesting in $3T SMA BoomFirms are layering on increasingly complex techniques to compete.
June 10, 2025
Senate Plans to Deliver Trump-Backed Tax Breaks on Tips, OvertimeA House Republican warned senators earlier Tuesday that those breaks were a must-have for the final tax bill.
June 10, 2025
Johnson Urges Senate to Minimize Changes to $40,000 SALT DealTrump last week told Senate Republicans he is open to a smaller boost to the deduction cap.