Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Trump Floats Temporary Gas Tax Halt
By Caitlin Reilly, Ari Natter and Will KubzanskyHe says he'll seek to suspend the federal 18.4 cents a gallon tax on gasoline "until it's appropriate."
May 08, 2026
Jeff Levine Breaks Down the OBBBALast summer's landmark tax and spending legislation has many provisions that advisors should be familiar with.
May 08, 2026
New York Tax Plan That Angered Rich Is Proving Tough to DesignThe latest state budget includes a tax on second homes but no details on how the tax would be levied.
May 07, 2026
How to Avoid the Costliest IRA MistakesExcise taxes, penalties and loss of tax-deferred status are among the consequences of IRA errors, Denise Appleby says.
May 07, 2026
How Tax Planning Can Help Advisors Turn Prospects to ClientsShowing potential clients how to reduce their lifetime tax liability sets you apart, Dave Alison says.
May 06, 2026
Most Advisors Doing Income Planning Don't Have Advanced Skills: StudyA new American College survey finds no correlation between years of experience and level of expertise.
May 06, 2026
Small Annuity Decisions, Big Tax ConsequencesHave you ever thought about when a client should draw cash from a non-qualified annuity?
May 05, 2026
Client Demand for Tax Planning From Advisors Keeps GrowingJeffrey Levine and others at the Horizons 2026 retirement planning conference say this gap represents a major opportunity.