Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Levine, Slott: Retirees’ Taxes May Rise — or Not
By John ManganaroJeff Levine and Ed Slott argue that the odds are good, but nobody has a policy crystal ball.
October 09, 2025
IRS Issues Final Word on Catch-Up ChangesThe regulations guide employers on “super catch-up” contributions and the Roth mandate for certain high-income taxpayers.
October 09, 2025
Orion Revamps Brand Fresh Off $5T MilestoneOrion executives Ron Pruitt and Betsy Perez tell ThinkAdvisor the brand change is more than symbolic.
October 09, 2025
IRS Reveals Tax Adjustments for 2026The changes to bracket thresholds, credits and deduction amounts apply to more than 60 tax provisions.
October 09, 2025
IRS Furloughs Nearly Half of Workforce as Shutdown Drags OnThe move, which pauses most taxpayer services, represents a sharp departure from the first week of the shutdown.
October 08, 2025
American College Debuts Advisor Search Website, National TV AdThis year has been the most exciting of George Nichols' tenure as the college’s leader, he tells ThinkAdvisor.
October 03, 2025
Vanguard Rivals Finally Get Their Hands on Its Tax-Busting Fund DesignAbout 80 competitors are on the brink of adopting ETFs as share classes of their mutual funds, a move that adds tax efficiency.
October 02, 2025
Wealthy Clients’ New Demand for Advisors: Reduce Their Tax BillNearly 70% of affluent clients expect tax planning, but only 47% of advisors offer it, a new paper finds.