Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Trump Cautions GOP on Tax Hike for Rich, But He’s ‘OK’ With It
By Skylar WoodhouseTrump has floated a new 39.6% tax bracket for individuals earning at least $2.5 million.
May 07, 2025
Commerce Secretary Howard Lutnick Has an Annuity. Here's How to TellSome clients tell the IRS about their annuities with one form — and the whole world with another.
May 07, 2025
Life Insurance 'Will Not Be a Pay-For' for Tax Bill, Finseca Tells CongressA group for high-end wealth advisors is lobbying for stability in estate tax rules but not for repeal.
May 07, 2025
SALT Republicans Have to Accept ‘Unhappy’ Deal, GOP Chair WarnsThere will be a boost to the $10,000 cap on this deduction, but not as much as some states want.
May 06, 2025
Tax Reform Bill Close to Stalling: ValliereHouse opposition will push the timetable for passage well into summer, says the AGF Investments strategist.
May 05, 2025
LPL Taps eMoney’s WealthVision Planning SoftwareThe tool helps advisors go beyond investment management to integrate advice on estate, tax, retirement and insurance.
May 05, 2025
IRS Lost 31% of Tax Auditors in DOGE Downsizing, Watchdog FindsThe departures are likely to hamper the agency’s ability to go after tax cheats.
May 05, 2025
Ed Slott: IRS Just Made QCD Reporting Easier, but Questions RemainClients can now get 1099s for their qualified charitable distributions. Still, advisors must ensure clients follow the rules.