Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Debate: Are Trump Accounts for Newborns a Viable Savings Program?
By Robert Bloink and William H. ByrnesUnder new legislation, the federal government will provide a $1,000 initial contribution in a tax-deferred vehicle.
July 15, 2025
Ed Slott: Roth Conversions Are Trickier Under New Tax LawMany of the new tax breaks can be lost if taxpayers push their income up too high, Slott warns.
July 14, 2025
The Future of Advice, According to eMoneyExecutives Susan McKenna and Mathew Schulte see sky-high — and growing — demand for personalized financial planning.
July 14, 2025
Learn All You Need to Know About the New Tax LawOn July 23, Professors William Byrnes and Robert Bloink will dig into Trump’s "One Big Beautiful Bill."
July 10, 2025
Debate: Is Permanent 100% Bonus Depreciation in Trump Tax Law a Good Thing?The increase in year one applies to qualified property acquired and placed into service on or after Jan. 19.
July 09, 2025
How Trump’s Tax and Spending Bill Affects Clients, Small BusinessesIt's critical for advisors to understand the extended, enhanced and entirely new provisions in the legislation.
July 09, 2025
BlackRock’s Cash-Like ETF Eclipses Infamous Long-Bond TradeOne fund has emerged as a haven for cautious cash holders; the other continues to fall out of favor.
July 09, 2025
Court Fines Annuity Holder for Arguing Income Taxes Are VoluntaryThe judge added a $1,000 frivolous-position penalty to the total the taxpayer owed.