Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Who Won and Lost in Trump’s Tax Bill
By Jamie Tarabay and Steven T. DennisBusiness investors and wealthy Americans are among the biggest winners in President Donald Trump’s tax bill.
July 01, 2025
Trump Tax Bill Hits Republican Resistance in House Ahead of Vote"I have very strong concerns and am not very inclined to support," said Rep. Chip Roy (R-Texas).
July 01, 2025
$27B RIA Taps Edelman Financial Exec as CEOChicago-based Choreo has hired Jason Van de Loo to serve as its new leader.
July 01, 2025
What’s in the Tax Bill That Just Passed the SenateKey provisions include a deal to raise the limit on the state and local tax deduction to $40,000 a year.
July 01, 2025
Trump’s Tax Bill Passes SenateThe House is expected to vote on the bill this week, but success is not guaranteed.
June 30, 2025
Tax Bill Headed for 'Big Beautiful Pothole' in House: ValliereThe Senate legislation passed a procedural vote but lacks House support, says the AGF Investments policy strategist.
June 27, 2025
9 Key Tax Considerations for NewlywedsClients should consider a number of important tax-related actions as soon as possible after marriage.
June 27, 2025
July 4 Tax Bill Deadline Isn’t the ‘End All’ Date: TrumpRepublicans remain divided over several thorny issues, including size of the SALT deduction.