Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
IRS Releases New Guidance on Business Interest Deduction
By Melanie WaddellThe new IRS fact sheet has direct implications for advisors' practices and their business-owner clients, says Jeff Bush.
January 05, 2026
New Service Supports Estate Planning for Adults Without ChildrenChildfree Trust helps clients create estate documents and designate a professional fiduciary team to manage their affairs.
January 02, 2026
What the New Roth Catch-Up Mandate Means for 2026 Tax PlanningHigh-income taxpayers could find that their taxes will jump because of a lost tax deduction.
December 26, 2025
Bitcoin's Slide Sets Up an Unusual Tax Harvesting OpportunityIf losses exceed gains, up to $3,000 can be deducted from ordinary income each year, with any additional losses being carried forward.
December 24, 2025
Tax Court Ruling Involves MassMutual Whole Life Policy LoansThe policy owners received one amount. The Form 1099-R showed another amount.
December 24, 2025
Millionaire Tax Plan Marks Growing Interest in Wealth LeviesDemocrats in Washington state and beyond are exploring more taxes to address the country’s widening wealth gap.
December 23, 2025
FAQ: How to Plan for Inherited IRAsThe accounts have undergone significant changes in recent years in large part due to the Secure Act.
December 23, 2025
Exceptions to the Year-End RMD DeadlineOne example: Clients who turned 73 in 2025 have until April 15 to take their first distribution.