Tax Deductions
News updates about tax deductions advisors should consider for their clients.
Watch This Trend Around Qualified Small-Business Stock
By Robert Bloink and William H. ByrnesAt least seven states do not recognize the exclusion of capital gains on this stock, and the list is growing.
June 03, 2026
Will Your Client Get That Tax Break? This Number Is the KeyUnlike most working clients, retirees have some control over their taxable income if they've planned properly.
June 02, 2026
How Raising Children Later in Life Changes Retirement PlanningIf older clients start having children, or grandparents unexpectedly take on parenting duties, complications often arise.
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 08, 2026
Jeff Levine Breaks Down the OBBBALast summer's landmark tax and spending legislation has many provisions that advisors should be familiar with.
April 15, 2026
Ed Slott: Clients' 2025 Tax Returns Are Key to 2026 PlanningThe returns, which reflect the new tax law, are a "valuable roadmap" for future years, Slott tells ThinkAdvisor.
March 19, 2026
Debate: Should Medical Expenses Be Exempt From Itemized Deduction Limits?Legislation in 2025 created a cap on itemized deductions that will largely affect high-income clients.
March 18, 2026
Wade Pfau: Watch Out for These Tax Pitfalls in Clients' Retirement PlanningProper tax planning can mean hundreds of thousands more dollars for clients in retirement, the professor tells ThinkAdvisor.