Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Hightower Adopts New AI-Powered Tax Planning Tool
By Melanie WaddellThe wealth management firm is offering advisors a new tool from TaxStatus and Advice.ai.
March 06, 2026
A Sliver of NYC's Wealthy Has Unusual Rallying Cry: Tax Me MoreA group that includes an ex-BlackRock managing director says rich residents can afford to pay more into city coffers.
March 04, 2026
2M Want to Open Trump Accounts: IRSFrank Bisignano, the agency's CEO, also told House lawmakers that the 2026 tax filing season is running "smoothly."
February 26, 2026
IRS Launches Web Page to Report FraudThe agency says it plans to streamline fraud reporting in the future.
February 25, 2026
Orion Zooms in on Advisor Survey Insights at Ascent EventOver half of advisors see AI acceleration as the top growth catalyst for 2026, with technology hurdles to overcome.
February 25, 2026
How to Avoid IRS Pitfalls When Borrowing From YourselfSolo 401(k) owners can take out loans from their retirement savings, but it's important to understand tax rules.
February 25, 2026
How 7 States Are Reforming Property TaxesWhile the relief could be a boon to clients, these cuts put local budgets at risk, Pew finds.
February 24, 2026
12 States With the Lowest Property Taxes: 2026Nationwide, the average annual property tax is $3,119, but in some states, it's far less, WalletHub finds.