Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
How Should Your Client Invest Their Bonus in 2025?
By Roger WohlnerBe mindful of taxes and special rules around stock-based compensation.
February 25, 2025
TaxStatus Unveils Financial Baseline Report Featuring Direct IRS DataThe product aims to help advisors make smarter decisions and streamline planning for better client outcomes.
February 24, 2025
12 Cities Where a $100K Salary Goes FurthestSmartAsset looked at taxes and cost of living in 69 U.S. cities.
February 21, 2025
Debate: Should Income Restrictions on Roth IRA Contributions Be Eliminated?Taxpayers can use a “backdoor” strategy of funding a traditional IRA and converting those funds to a Roth.
February 21, 2025
12 States With the Highest Top Income Tax Rates: 2025Some jurisdictions want more than 10% of the earnings over a certain threshold.
February 21, 2025
Senate Budget Vote Leaves Hurdles For Trump Tax Cuts, Debt LimitThe Senate voted 52 to 48 to adopt a budget that would permit $340 billion in new spending.
February 20, 2025
What Trump’s Tax Policies Could Mean for ClientsSeveral proposals could affect planning priorities for the near and long term.
February 20, 2025
IRS Plans to Lay Off Thousands: ReportWorkforce reductions could start any day now, according to The Associated Press.