Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
55ip and InvestCloud Expand Partnership to Private Markets
By John ManganaroThe collaboration enables tax optimization of public and private market assets within a single unified managed account.
November 26, 2025
7 Year-End Retirement Tax Deductions for Business OwnersMaking these moves before Dec. 31 can help savers fund the retirement they desire.
November 26, 2025
These Subtle Tax Planning Moves Can Improve Client OutcomesAdvisors who integrate these considerations into client reviews can minimize tax exposure and strengthen wealth transfer strategies.
November 25, 2025
Who Wants to Work After Claiming Social Security?Staying employed after starting benefits serves different purposes for different groups, a new report finds.
November 24, 2025
New Bill Allows Federal Taxes to Be Paid in BitcoinBitcoin transferred as a tax payment would not be subject to capital gains tax, said Rep. Warren Davidson.
November 24, 2025
Cetera Confirms New Round of LayoffsA spokesperson characterized the firings as a "small workforce reduction" focused on streamlining operations.
November 24, 2025
7 Tax-Efficient Ways to Give to Kids This Holiday SeasonThe rules for tax-free gifting to adults are complex, and gifting to minor children brings additional considerations.
November 24, 2025
Levine, Slott: How to Invest Roth, Traditional and Taxable Retirement AssetsLocating an investment in the right type of account can dramatically affect the amount retirees ultimately end up with.