Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Modera Wealth Buys Accounting Firm to Boost In-House Tax Services
By John ManganaroThe founder of the firm, New Jersey-based Ferrentino and Associates, will become Modera's director of tax services.
August 28, 2025
New $6,000 Deduction for Seniors Doesn't Repeal Social Security TaxesThe recent statement that Trump's tax law "eliminated federal income taxes on Social Security" is misleading, groups say.
August 26, 2025
IRS to Leave Interest Rates Flat in Q4For individuals, the rate for overpayments and underpayments will be 7% per year, compounded daily.
August 24, 2025
Tax and Spending Bill Delivers Estate Tax Gift to UHNW ClientsWealthy clients have the certainty they need to engage in wealth transfer strategies designed to minimize tax exposure.
August 24, 2025
Debate: Should Itemized Deductions Be Capped for the Wealthy?Starting in 2026 deductions will be reduced for those in the 37% tax bracket.
August 24, 2025
7 Facts Americans Get Wrong About Social SecurityEven high-income clients care about the program, but many don't know much about it.
August 22, 2025
Ed Slott: Here's the Secret to Good Tax Planning"Always pay taxes at the lowest rate — that's it," the retirement expert maintains. "It's that simple."
August 21, 2025
Debate: Should 401(k) Tax Breaks Be Curtailed?Current benefits related to DC plans will cost the government $1.4 trillion in revenue over 10 years.