Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Key Republican Says There's 'No Question' SALT Cap Will Get a Boost
By Erik WassonOne possibility is doubling the cap for joint filers.
March 06, 2025
3 Keys to Tax-Efficient PortfoliosTax planning should not be an annual event but a matter of year-round strategy.
March 06, 2025
These Roth Account Rules Can Trip Up AdvisorsUnder Secure 2.0., advisors should expect more questions surrounding these accounts — namely, questions on rollovers and conversions.
March 06, 2025
The IRS Dirty Dozen: Beware of These 12 Tax Scams in 2025From texting scams to fake tax credits, there's a lot for advisors and clients to watch out for.
March 06, 2025
Wealthy Tax Cheats Set to Benefit From Trump Plans to Halve IRSThe plan would leave the Internal Revenue Service with its smallest workforce since at least the 1960s.
March 05, 2025
IRS Plans to Cut Thousands of Workers by MailThey came to work prepared for an email announcement. Due to a glitch, many never received it.
March 04, 2025
12 States With the Lowest Property Taxes: 2025These locales have the lowest tax bills on a median-priced home for the area, WalletHub finds.
March 03, 2025
Trump Bends Congress to His Will on Tax Cut AgendaHis tax plan, which needs just a simple majority in both chambers, could be enacted as early as May.