Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
9 New Tax Projections for Retirement Planning in 2025
By John ManganaroSeveral key numbers tied to IRAs, capital gains and gift taxes are adjusted annually.
September 06, 2024
Latest IRS Sweep of Wealthy Tax Cheats Has Recovered $172M So FarThe campaign targets high-earning taxpayers who have missed one or more tax returns since 2017.
September 06, 2024
Voters Love No Tax on Tips, But Split Over $25K Housing HelpTrump's pledge to eliminate federal taxes on Social Security benefits was the most popular of the six economic proposals surveyed.
September 05, 2024
IRS Seeks Feedback on Saver's Match Under Secure 2.0The agency and the Treasury Department want comments on all aspects of the retirement account contributions.
September 05, 2024
Trump Vows 15% Corporate Tax, Taps Musk for Federal AuditBoth Trump and Harris are ramping up their economic messaging to court swing-state voters as well as business executives.
September 04, 2024
North Dakota to Vote on Eliminating Property TaxesThe ballot measure might sound appealing but "could come back to haunt North Dakotans," the Tax Foundation says.
September 04, 2024
Trump Tax Cuts Would Cost More Than Almost All Federal Agencies"Congress is not going to pass a $10 trillion deficit-financed tax cut," said a senior fellow with the American Enterprise Institute.
September 04, 2024
How to Prepare for Higher Tax Brackets in 2026While advisors brace for the potential halving of the estate tax exemption, most taxpayers have a bigger concern.