Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Tax Tips When Naming a Trust as IRA Beneficiary
By Robert Bloink and William H. ByrnesRMD rules for trusts are different than those for other beneficiaries.
January 23, 2025
Debate: Does ESG Investing Breach Plan Sponsors’ Duty of Loyalty?A Texas court found that American Airlines' plan erred by including environmental, social and governance factors.
January 23, 2025
14 Tax Changes Republicans Could Make in 2025Lawmakers are floating options like repealing interest deductions for student loans, mortgages and muni bonds.
January 22, 2025
IRS' New Roth Catch-Up Contribution Guidance: The DetailsHere's what 401(k) advisors and employers should know about the long-awaited proposed regs.
January 22, 2025
SALT Talks Gain Steam With Trump’s Blessing on Tax BreakLawmakers want to finalize a figure for the deduction cap in the coming weeks, GOP representatives say.
January 22, 2025
Did the Trump Tax Cuts Pay for Themselves?Tax revenue grew faster than expected, but it's complicated, the Committee for a Responsible Federal Budget says.
January 22, 2025
What's Next for Trump’s Tax Policies and Other Plans?Talks with lawmakers Tuesday ended without a deal on how to advance the president's signature tax policies.
January 21, 2025
Digital Assets, Taxes, Regulatory Pause Top New Year Focus: SIFMAThe group will advocate for maintaining tax-exempt status for municipal securities, according to CEO Ken Bentsen.