Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
How to Help Clients Prepare for a Possible Estate Tax Exemption Sunset
By Robert Bloink and William H. ByrnesAdvisors and clients should prepare for the possibility that lawmakers' effort to renew the 2017 threshold falls apart.
April 01, 2025
15 States With Highest Tax Burdens: 2025State and local taxes eat up 9% or more of personal income in these states, WalletHub finds.
March 31, 2025
Most Americans Fear Scammers Will Steal Their Tax Returns in 2025Some victims wait nearly two years to recover stolen refunds, an Allstate survey finds.
March 28, 2025
How Holistic Tax Overlays Can Benefit Wealthy ClientsWhen implemented properly, this approach has the potential to significantly improve clients’ after-tax returns.
March 26, 2025
Senate Majority Leader Pushes Estate Tax RepealEliminating the estate tax would cost an additional $300 billion over a decade.
March 26, 2025
Living Past 90: How to Play the Long Game on Retirement, Tax PlanningSolid strategies for Social Security claiming, retirement account withdrawals and tax minimization are crucial for these clients.
March 24, 2025
Trump’s Tax Bill Takes Center Stage as GOP Debates Scope of CutsRepublicans broadly agree that the heart of the package will be extending the 2017 cuts.
March 24, 2025
Tax Revenue on Track to Fall $500B in 2025: ReportAnonymous IRS officials told the Washington Post that they expect a 10% decline in tax receipts.