Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Jeff Levine Breaks Down the OBBBA
By Rob BurgessLast summer's landmark tax and spending legislation has many provisions that advisors should be familiar with.
May 07, 2026
How Tax Planning Can Help Advisors Turn Prospects to ClientsShowing potential clients how to reduce their lifetime tax liability sets you apart, Dave Alison says.
May 06, 2026
Most Advisors Doing Income Planning Don't Have Advanced Skills: StudyA new American College survey finds no correlation between years of experience and level of expertise.
May 06, 2026
Small Annuity Decisions, Big Tax ConsequencesHave you ever thought about when a client should draw cash from a non-qualified annuity?
May 05, 2026
Client Demand for Tax Planning From Advisors Keeps GrowingJeffrey Levine and others at the Horizons 2026 retirement planning conference say this gap represents a major opportunity.
May 04, 2026
SEC Chief Pans Texting Probe, Calls ETF Share Class Relief a Massive Tax BreakThe SEC's new enforcement approach focuses not on quanity, but on quality of cases, Paul Atkins says.
May 01, 2026
Debate: Will This Bill Make Employee Benefits More Helpful?In proposed legislation, employees could elect tax-free employment benefits under a wider array of options.
May 01, 2026
3 Keys to Retirement Planning for Executive ClientsTheir transitions can be made more difficult by their company role, higher income levels and layers of compensation.