Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
The Hottest Tax Legislation Debate Isn’t In Washington
By John ManganaroJoin Professors Byrnes and Bloink on June 11 for a fierce, but friendly, debate about tax policy.
May 15, 2025
House Tax Bill Offers $4,000 Deduction for SeniorsThe proposal is an alternative to the Trump plan to eliminate the income tax on Social Security benefits.
May 14, 2025
House Tax Bill Extends Crucial Deductions for Business-Owning ClientsThe bill reinstates 100% bonus depreciation and increases the break on qualified business income.
May 14, 2025
Betterment Acquires Direct Indexing, Tax Optimization ProviderRowboat Advisors' software will help RIAs develop more personalized portfolios.
May 14, 2025
Trump Tax Plan Heads to House Floor VoteThe Ways and Means Committee approved trillions in new tax cuts, but some crucial issues are unresolved.
May 14, 2025
Here Are the Tax Bill's Winners and LosersThe rich, for instance, would dodge a tax increase and be able to pass more wealth to heirs.
May 13, 2025
House Tax Plan: The Details Advisors Need to KnowJeff Levine breaks down key provisions of the House Republicans' draft tax bill, up for debate Tuesday.
May 13, 2025
These 10 States Are Most Vulnerable to a Recession, Study FindsThe majority of the weakest states are in the South and Mountain regions, National Business Capital researchers found.