Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Biden Signs Anti-Shutdown Bill With Some Medicare Funding Provisions
By Allison BellThe final American Relief Act excludes the Medicare plan directory and cancer blood test provisions.
December 16, 2024
What's Next for the Markets in 2025? Tune In Dec. 18Carson Group's Ryan Detrick, Hightower's Stephanie Link and Orion's Tim Holland look ahead, at 1 p.m. ET.
December 13, 2024
Death and Retirement Tax Changes Could Add $723B in Revenue Over 10 Years: CBOThe projected value of changing asset transfer rules and cutting IRA and 401(k) contributions is up from $209 billion in 2020.
December 13, 2024
10 Worst Cities for Property TaxesHere's where homeowners pay the most, relative to their home values, according to SmartAsset, which examined 342 cities.
December 12, 2024
SEI Acquires LifeYield to Boost UMA CapabilitiesThe Boston-based firm provides technology that enables tax-efficient investing at significant scale.
December 10, 2024
Trump Will Have a Big Impact on Client PortfoliosYes, the next four years will be very different from the past four.
December 06, 2024
Choreo Launches Automatic Tax Assessment and Management ToolAmong the features, developed with Smartleaf, are strategic tax-loss harvesting and after-tax performance analysis.
December 04, 2024
Dissecting a GOP Senator's Misleading Social Security AttackWhile it’s fair to criticize the program’s shortcomings, stretching the truth doesn’t benefit anyone.