Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Ed Slott: What to Expect From GOP Tax Bill
By Melanie WaddellIt's clear the 2017 tax cuts will be extended and possibly modified, the CPA says.
April 09, 2025
Debate: Was Ending RMDs on Roth 401(k)s a Bad Idea?The Secure 2.0 Act change aligned the accounts with Roth IRAs. But at what cost?
April 09, 2025
15 Most Tax-Friendly States: 2025Property, sales and income tax rates alone don't tell the whole story of taxes' true impact, WalletHub finds.
April 08, 2025
Republicans Warm to Millionaire Tax HikeA new 40% tax bracket for millionaires is seen as a way to offset some new tax cuts.
April 07, 2025
Why the Best Tariff Trade Might Be a Roth ConversionClients with tech stocks in their IRAs have an interesting opportunity now, Carson Group’s Debra Taylor says.
April 07, 2025
Trump’s Tariffs Raise Tax-Cut Stakes With Recession Fears RisingTrump’s much bigger-than-expected tariff hikes increase the urgency of the Republican tax-cut package.
April 04, 2025
Businesses Pounce as GOP Weighs Limiting Corporate SALT BreakPoliticians may trim C-SALT to pay for raising the individual SALT deduction to $25,000.
April 04, 2025
Josh Brown: It's Not Time to Buy the DipClients who want to take gains should be careful to avoid tax liability, the Ritholtz Wealth CEO says.