Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Tax Reform Bill Close to Stalling: Valliere
By Melanie WaddellHouse opposition will push the timetable for passage well into summer, says the AGF Investments strategist.
May 05, 2025
Ed Slott: IRS Just Made QCD Reporting Easier, but Questions RemainClients can now get 1099s for their qualified charitable distributions. Still, advisors must ensure clients follow the rules.
May 01, 2025
SALT Talks Stall as GOP Mulls Limiting Tax Break to Middle ClassAn income limit on the tax break is a nonstarter for at least one key lawmaker.
April 30, 2025
12 Counties Where Americans Reaped Biggest Investment GainsCapital gains can be an indication of wealthy-investor hotspots, SmartAsset suggests.
April 29, 2025
Tax Court Judge Notices a Couple Keeping an AnnuityThe judge interpreted a rational asset sale strategy as a sign the couple wasn't under severe financial pressure.
April 29, 2025
Bessent Sets July 4 Goal for Tax Bill as Economic Worries MountPolling shows that voters largely disapprove of the White House’s handling of the economy.
April 28, 2025
Washington State Tax Hikes Target Tech Giants That Made It RichLawmakers seek to bridge a record budget deficit by shifting more taxes to Amazon.com and Microsoft Corp.
April 27, 2025
Trump Floats New Income Tax CutThe president says his tariffs would help him lower income taxes for those making less than $200,000 a year.