Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Why the Best Tariff Trade Might Be a Roth Conversion
By John ManganaroClients with tech stocks in their IRAs have an interesting opportunity now, Carson Group’s Debra Taylor says.
April 04, 2025
Josh Brown: It's Not Time to Buy the DipClients who want to take gains should be careful to avoid tax liability, the Ritholtz Wealth CEO says.
April 03, 2025
How to Help Clients Prepare for a Possible Estate Tax Exemption SunsetAdvisors and clients should prepare for the possibility that lawmakers' effort to renew the 2017 threshold falls apart.
April 02, 2025
Senate Unveils Plan to Fast-Track Tax Cuts, Debt Ceiling HikeIt includes a $4 trillion extension of Trump’s tax cuts and $1.5 trillion in other levy reductions.
April 02, 2025
Republicans Eye $25,000 SALT Cap as Trump’s Tax Cuts Take ShapeThe plan, still being drafted, is said to include some of Trump's campaign pledges for new tax cuts.
April 01, 2025
15 States With Highest Tax Burdens: 2025State and local taxes eat up 9% or more of personal income in these states, WalletHub finds.
March 31, 2025
Most Americans Fear Scammers Will Steal Their Tax Returns in 2025Some victims wait nearly two years to recover stolen refunds, an Allstate survey finds.
March 28, 2025
How Holistic Tax Overlays Can Benefit Wealthy ClientsWhen implemented properly, this approach has the potential to significantly improve clients’ after-tax returns.