Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
IRS Issues Another RMD Rule Deadline Delay
By Melanie WaddellThe agency has given retirement plans more time to comply with not-yet-finalized rules under Secure 2.0.
February 18, 2026
12 States With the Highest Property Taxes: 2026When high rates meet high property values, it's a double whammy for residents.
February 18, 2026
New Bill Would Make $6,000 Senior Deduction PermanentThe tax break, part of the One Big Beautiful Bill Act, expires in 2028.
February 18, 2026
Dani Fava: The AI 'Tipping Point' for RIAs Is HereThe market reaction to Altruist's new tax tool drove home the reality of AI's advancement, the Carson exec says.
February 17, 2026
Average Tax Refunds Up More than $200 as Filing Season OpensThe Treasury Department has promised tax refunds $1,000 higher on average than last year.
February 12, 2026
Using Trusts to Minimize State-Level TaxesFor clients expecting large capital gains and other liquidity events, planning opportunities exist.
February 10, 2026
Health Costs Clip Retirees' Income: ReportEven with Medicare coverage and ignoring long-term care, older Americans face sizable out-of-pocket medical spending.
February 10, 2026
Altruist Adds Tax Planning Tools Within AI Platform HazelJason Wenk, founder and CEO of Altruist, said Hazel's features redefine what tax planning means for advisors.