Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
How 8 State Tax Ballot Questions Did in the Polls
By Michael S. FischerVoters made decisions on property, sales income and capital gains taxes.
November 06, 2024
What the Markets Think of Trump 2.0Stock futures are surging on his business-friendly agenda, but no such cheer is evident in fixed income.
November 05, 2024
15 New Retirement, Tax Numbers to Know for 2025The IRS has increased key thresholds tied to 401(k)s, IRAs, income, estate and gift taxes.
November 05, 2024
Taxes, Tariffs and More: 5 Key Economic Stakes of the ElectionTrump's promised to extend tax cuts passed during his first term, which Harris would do only for those earning less than $400,000.
November 04, 2024
American College Opens Enrollment for New Tax CertificationThousands of advisors on the waiting list are able to sign up for the three-course program, says professor Jeff Levine.
November 04, 2024
5 Steps to Prepare for Post-Election Tax ChangesAdvisors taking a proactive stance can help clients in working toward protecting their wealth amid political uncertainty.
November 04, 2024
On Election Day, Here's What Advisors Are Watching"Things are volatile and emotions are running high, which can lead to bad decisions," one advisor cautions.
November 01, 2024
IRS Sets 401(k), IRA Contribution Limits for 2025The tax authority also announced changes to catch-up contributions tied to Secure 2.0.