Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Republicans Eye $25,000 SALT Cap as Trump's Tax Cuts Take Shape
By Nancy CookThe plan, still being drafted, is said to include some of Trump's campaign pledges for new tax cuts.
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.
March 21, 2025
Carson Group's New Tax Whiz: These Are the Strategies Clients NeedHelping clients mitigate taxes as they build and use wealth will soon be table stakes, Debra Taylor says.
March 20, 2025
How to Avoid a Huge Tax Surprise When Clients Lose a SpouseWhen a client is widowed, taxes often go up as income goes down, retirement advisor John Iammarino says.