Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
TaxStatus Taps New Board Members
By Melanie WaddellEric Clarke and Ric Edelman will help the tax data provider with the launch of its new lead generation program for advisors.
August 12, 2025
Social Security 2026 COLA Estimate Rises to 2.7%The cost-of-living adjustment has risen for six months in a row, with headlines pointing to growing pressure from tariffs.
August 11, 2025
Trump Tax Law Boosts Income for Wealthy, Squeezes Poor: CBOHouseholds in the highest 10% of incomes could see about a $13,600 boost in resources on average, or a 2.7% income increase.
August 11, 2025
12 Best & Worst Annuity Issuers: Q2 Sales, 2025Even with economic uncertainty framing the quarter, sales rose at seven of the ranked firms.
August 11, 2025
Top Tax Prep Firms for Customer Satisfaction: J.D. Power, 2025Professional tax services need to step it up to compete with DIY offerings, the research group says.
August 11, 2025
Trump Accounts: An Overbuilt, Underwhelming New Savings ToolThe $1,000 seed money is a good perk, but there are better investing vehicles for clients' children.
August 11, 2025
Trump Removes IRS CommissionerPresident Donald Trump removed former congressman Billy Long as IRS commissioner after less than two months on the job.
August 08, 2025
12 Worst States for an Affordable Retirement: 2025These locations have challenges around such lifestyle areas as safety, health care and the arts, Bankrate researchers found.