Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
New Bill Allows Employer Contributions to ABLE Accounts
By Melanie WaddellThe legislation would permit tax-free contributions to special savings accounts for the disabled.
July 23, 2025
13 Best Dividend ETFs for Passive Income: MorningstarThese highly rated funds are expected to outperform over a full market cycle, Susan Dziubinski writes.
July 23, 2025
New Trump Tax Breaks Raise Big QuestionsStaff cuts are complicating efforts at Treasury and IRS to put intricate new policies into action.
July 22, 2025
Orion Clients Surge to $5 Trillion in AssetsAssets served by advisors using the firm's technology have grown 35% since 2023.
July 21, 2025
IWI Revamps Retirement Management Advisor ProgramCoursework changes are the result of a years-long effort to update the certification, CEO Sean Walters says.
July 21, 2025
IRS Weighs In on Uncashed 401(k) ChecksRevenue ruling 2025-15 "is relevant mainly in situations involving missing participants or lost benefits," says Mark Iwry.
July 21, 2025
Trump Tax Law to Add $3.4T to Deficits: CBOThe figure reflects a $4.5 trillion drop in revenues and a $1.1 trillion decline in spending through 2034.
July 21, 2025
10 Worst States for Retirement Income ShortfallsPre-retirees in these states could likely use some professional help making the numbers add up.