Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Small-Business Owners Aren't Claiming 401(k) Startup Credits. What Gives?
By John ManganaroA new analysis shows only about 5.5% of “apparently eligible” firms claim the credit.
July 27, 2025
How Trump's Megabill Affects Qualified Business Income DeductionsTwo tax experts highlight key limitations around pass-through entities' 20% deduction for QBI.
July 25, 2025
Second Tax Bill Could Bring 'Rothification' of Retirement PlansThis may be a long-term benefit for investors but also serves Washington’s interests, legislative expert Jeff Bush says.
July 25, 2025
12 Top States for Estate and Trust Income TaxesFew have heard of this tax, but it raises about twice as much revenue as the federal estate tax.
July 24, 2025
Cutting Clients' Taxes Is a Must-Have Skill for Advisors: CerulliYet less than half of practices offer tax planning today, according to the research firm's latest study.
July 24, 2025
New Bill Allows Employer Contributions to ABLE AccountsThe legislation would permit tax-free contributions to special savings accounts for the disabled.
July 24, 2025
CFP Board Starts Search for Next CEOSpencer Stuart, the executive recruitment firm, will assist in finding Kevin Keller's replacement.
July 23, 2025
Tax and Spending Bill Expands Savings Options for ChildrenThe legislation creates Trump accounts for minors and boosts 529 education plan benefits.