Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Make Tax Season the Starting Line for Year-Round Planning
By Jen HollersOngoing conversations provide added value and an elevated experience for clients long after they file their returns.
April 11, 2025
11 Common 529 Plan Questions, AnsweredThe educational accounts have a lot of potential but also come with a degree of complexity.
April 11, 2025
Ed Slott: What to Expect From GOP Tax BillIt's clear the 2017 tax cuts will be extended and possibly modified, the CPA says.
April 10, 2025
House Passes Plan to Advance Trump Tax CutsRepublicans can now pass Trump’s $5.3 trillion decade-long tax cut solely on GOP votes.
April 10, 2025
House Republican Sees SALT Deduction Limit Rising to $30,000The draft tax bill includes a SALT increase as high as $25,000 for an individual.
April 09, 2025
Debate: Was Ending RMDs on Roth 401(k)s a Bad Idea?The Secure 2.0 Act change aligned the accounts with Roth IRAs. But at what cost?
April 09, 2025
15 Most Tax-Friendly States: 2025Property, sales and income tax rates alone don't tell the whole story of taxes' true impact, WalletHub finds.
April 08, 2025
Republicans Warm to Millionaire Tax HikeA new 40% tax bracket for millionaires is seen as a way to offset some new tax cuts.