Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Bill Revives Plan for Surtax on Millionaires
By Melanie WaddellThe Millionaires Surtax Act would levy an additional 10% tax on incomes above $1 million per person.
April 14, 2026
NJ Lawmaker Seeks to Lift SALT Cap to $80,800 for Married FilersRep. Josh Gottheimer said the upcoming fast-track spending legislation is the "perfect vehicle" to push for more deductions.
April 13, 2026
New Bill Requires IRS to Provide Call Wait TimesThe proposed legislation would also make tax returns and notices available via the agency website or mobile app.
April 13, 2026
12 Best States for Older Workers in 2026People 65 and older are projected to experience faster labor force growth over the next decade, CareScout finds.
April 10, 2026
12 Cities Where a $100,000 Salary Buys the MostThe real purchasing power of a six-figure income, SmartAsset research finds, depends largely on location and lifestyle.
April 08, 2026
Most Advisors Have Big Gaps in Medicare Knowledge: SurveyFew who took an insurer's quiz understood that "Original Medicare" lacks a cap on annual out-of-pocket spending.
April 07, 2026
12 States With the Lightest Tax Burdens: 2026WalletHub's research seeks to clarify how U.S. taxpayers are affected by complex federal and state tax codes.
April 02, 2026
Case Opens Door to COVID-Era Tax Refund ClaimsMany taxpayers may be entitled to significant refunds for late payments, late filings and other penalties.