Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
House Republican Sees SALT Deduction Limit Rising to $30,000
By Erik WassonThe draft tax bill includes a SALT increase as high as $25,000 for an individual.
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.
April 03, 2025
How to Help Clients Prepare for a Possible Estate Tax Exemption SunsetAdvisors and clients should prepare for the possibility that lawmakers' effort to renew the 2017 threshold falls apart.
April 02, 2025
Senate Unveils Plan to Fast-Track Tax Cuts, Debt Ceiling HikeIt includes a $4 trillion extension of Trump’s tax cuts and $1.5 trillion in other levy reductions.