Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
What Trump's Win Means for Estate Tax Planning
By John ManganaroOne tax expert from Kitces.com says it's now quite likely that the current estate tax exemption will be extended.
November 06, 2024
Trump Has Proposed Nearly $8 Trillion in Tax Cuts. What Happens Now?Trump will now have to offer details of all the cuts he floated in recent months, says Greg Valliere.
November 06, 2024
Ahead of Key Tax Fight, Republicans Win Senate ControlRepublicans have said they intend to extend Trump's 2017 tax breaks and roll back regulations on energy production.
November 06, 2024
What the Markets Think of Trump 2.0Stock futures are surging on his business-friendly agenda, but no such cheer is evident in fixed income.
November 05, 2024
Taxes, Tariffs and More: 5 Key Economic Stakes of the ElectionTrump's promised to extend tax cuts passed during his first term, which Harris would do only for those earning less than $400,000.
November 05, 2024
15 New Retirement, Tax Numbers to Know for 2025The IRS has increased key thresholds tied to 401(k)s, IRAs, income, estate and gift taxes.
November 04, 2024
American College Opens Enrollment for New Tax CertificationThousands of advisors on the waiting list are able to sign up for the three-course program, says professor Jeff Levine.
November 04, 2024
5 Steps to Prepare for Post-Election Tax ChangesAdvisors taking a proactive stance can help clients in working toward protecting their wealth amid political uncertainty.