Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Florida Governor Proposes Axing Taxes on Primary Homes
By Daniel CancelThe first phase of the plan would eliminate property taxes for 60% of Floridians, Gov. Ron DeSantis says.
May 21, 2026
New York Tax on NYC Cash Home Purchases Close to CollapsingThe state still plans to enact a new pied-à-terre tax on pricey second homes in the state budget.
May 20, 2026
Debate: Should QCDs Be Allowed From 401(k)s?Under current rules, those distributions are available only if they are transferred from an IRA to a qualifying charity.
May 20, 2026
How to Surprise-Proof the Medicare SurchargeAdvisors can help clients manage premium shocks to their health insurance — without overpromising.
May 19, 2026
Lawmaker Casts Doubt on More SALT Tax Relief This YearRep. Mike Lawler, R-N.Y., suggested the idea was unrealistic.
May 18, 2026
Creating a Successful Multi-Generational Household Takes PlanningThe details of such an arrangement are essential for clients to make it work.
May 18, 2026
Dimon, Solomon to Meet With Mamdani as Mayor Pushes Higher TaxesThe meetings come as Mamdani backs a flurry of proposals that push for higher taxes on the wealthy.
May 18, 2026
12 Best States for Military Retirees: 2026Considerations in transitioning to civilian life include economic environment, quality of life and healthcare, WalletHub reports.