Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Carson Group's New Tax Whiz: These Are the Strategies Clients Need
By John ManganaroHelping clients mitigate taxes as they build and use wealth will soon be table stakes, Debra Taylor says.
March 19, 2025
Trump Tax Cut Uncertainty Puts Financial Plans at Risk, CFPs SayHere's how planners are preparing for the potential expiration of the 2017 tax cuts, according to the CFP Board.
March 18, 2025
Smart Tax Moves for Advisory FirmsStrategic tax decisions can free up resources and help unlock your firm's potential.
March 13, 2025
Debate: Should Congress Extend Enhanced Premium Tax Credits?The credits are paid directly to health insurance providers, rather than to taxpayers, in exchange for reduced premiums.
March 13, 2025
8 Overlooked Tax Deductions and CreditsThese breaks can go a long way toward helping clients reduce their tax liability as much as possible.
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.