Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Trump Accounts: An Overbuilt, Underwhelming New Savings Tool
By Roger WohlnerThe $1,000 seed money is a good perk, but there are better investing vehicles for clients' children.
August 07, 2025
IRS Won’t Lower Withholding This Year to Reflect Trump Tax CutsThe move will enlarge refunds paid out to taxpayers early next year, ahead of the midterm elections.
August 07, 2025
10 Best Dividend Stocks in 2025: MorningstarThese are analysts' picks among 75 high-yield stocks that meet screening requirements for quality and financial health.
August 05, 2025
New Tax Law Speeds Up Social Security Depletion: Chief ActuaryThe old-age trust fund will run dry a year earlier, in 2032, according to a nonpartisan analysis.
August 04, 2025
Under Trump's New Tax Law, Here's What to Know About SALT Cap WorkaroundThe workaround, available in most states, is still highly relevant for high-income taxpayers.
August 01, 2025
New Tax Law Eases Reporting Rules for Gig Work, Payment AppsThe One Big Beautiful Bill made a change that could greatly reduce 1099 reporting burdens for some clients.
July 31, 2025
What Tax-Free Home Sales Could Mean for Wealthy AmericansJeff Levine says proposed legislation might lead to some "VERY interesting" capital allocation decisions.
July 31, 2025
12 Best States for an Affordable RetirementAffordability is a key concern of many Americans when deciding where to spend their retirement years.