Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
3 Keys to Tax-Efficient Portfolios
By Jennifer ValdezTax planning should not be an annual event but a matter of year-round strategy.
March 06, 2025
Wealthy Tax Cheats Set to Benefit From Trump Plans to Halve IRSThe plan would leave the Internal Revenue Service with its smallest workforce since at least the 1960s.
March 05, 2025
IRS Plans to Cut Thousands of Workers by MailThey came to work prepared for an email announcement. Due to a glitch, many never received it.
March 04, 2025
12 States With the Lowest Property Taxes: 2025These locales have the lowest tax bills on a median-priced home for the area, WalletHub finds.
March 03, 2025
Trump Bends Congress to His Will on Tax Cut AgendaHis tax plan, which needs just a simple majority in both chambers, could be enacted as early as May.
February 28, 2025
Helping Clients Understand Tax StrategiesThe right picture can communicate a lot.
February 28, 2025
How Should Your Client Invest Their Bonus in 2025?Be mindful of taxes and special rules around stock-based compensation.
February 27, 2025
Florida’s DeSantis Pushes Unusual Plan to Abolish Property TaxesThe proposal would require a constitutional amendment and overhauls of both state and local government budgets.