Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Smart Tax Moves for Advisory Firms
By Tal BinderStrategic tax decisions can free up resources and help unlock your firm's potential.
Debate: Should Congress Extend Enhanced Premium Tax Credits?
8 Overlooked Tax Deductions and Credits
March 12, 2025
12 States With the Highest Property Taxes: 2025Some states' residents face the double whammy of high tax rates and high property values.
March 12, 2025
22% Tax Hike Coming if Trump Cuts Expire: Ways and Means ChiefEverything is on the table, including retirement planning incentives, Rep. Jason Smith says.
March 10, 2025
New Bill Doubles Social Security Tax ThresholdThe Tax Relief Unleashed for Seniors by Trump Act would also index the gross income exclusion to inflation.
March 10, 2025
Key Republican Says There's 'No Question' SALT Cap Will Get a BoostOne possibility is doubling the cap for joint filers.
March 10, 2025
12 Biggest U.S. Mega-Donors to Charity in 2024Six of them made gifts of $1 billion or more, according to the Chronicle of Philanthropy.
March 06, 2025
Life and Annuity Products Pay for Themselves: InsurersAnnuities alone may provide about $100 billion in Social Security savings "pay fors," an industry policy analysis found.
March 06, 2025
3 Keys to Tax-Efficient PortfoliosTax planning should not be an annual event but a matter of year-round strategy.