Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
These Roth Account Rules Can Trip Up Advisors
By Robert Bloink and William H. ByrnesUnder Secure 2.0., advisors should expect more questions surrounding these accounts — namely, questions on rollovers and conversions.
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.
February 28, 2025
Helping Clients Understand Tax StrategiesThe right picture can communicate a lot.
February 28, 2025
How Should Your Client Invest Their Bonus in 2025?Be mindful of taxes and special rules around stock-based compensation.
February 27, 2025
Florida’s DeSantis Pushes Unusual Plan to Abolish Property TaxesThe proposal would require a constitutional amendment and overhauls of both state and local government budgets.
February 26, 2025
Tax Cut Chances Rise as House Passes Budget Targeting Safety NetThe blueprint is the first step in bypassing Senate Democrats on tax and spending legislation.