Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
LPL Taps eMoney’s WealthVision Planning Software
By John ManganaroThe tool helps advisors go beyond investment management to integrate advice on estate, tax, retirement and insurance.
May 01, 2025
SALT Talks Stall as GOP Mulls Limiting Tax Break to Middle ClassAn income limit on the tax break is a nonstarter for at least one key lawmaker.
April 30, 2025
12 Counties Where Americans Reaped Biggest Investment GainsCapital gains can be an indication of wealthy-investor hotspots, SmartAsset suggests.
April 29, 2025
Tax Court Judge Notices a Couple Keeping an AnnuityThe judge interpreted a rational asset sale strategy as a sign the couple wasn't under severe financial pressure.
April 29, 2025
Bessent Sets July 4 Goal for Tax Bill as Economic Worries MountPolling shows that voters largely disapprove of the White House’s handling of the economy.
April 28, 2025
Washington State Tax Hikes Target Tech Giants That Made It RichLawmakers seek to bridge a record budget deficit by shifting more taxes to Amazon.com and Microsoft Corp.
April 27, 2025
Trump Floats New Income Tax CutThe president says his tariffs would help him lower income taxes for those making less than $200,000 a year.
April 24, 2025
Silver Lining Amid Market Turmoil? Company Stock DistributionsThe net unrealized appreciation strategy can make sense for clients anticipating lower tax rates down the road.