Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Senate Majority Leader Pushes Estate Tax Repeal
By Steven T. DennisEliminating the estate tax would cost an additional $300 billion over a decade.
March 24, 2025
Tax Revenue on Track to Fall $500B in 2025: ReportAnonymous IRS officials told the Washington Post that they expect a 10% decline in tax receipts.
March 21, 2025
Carson Group's New Tax Whiz: These Are the Strategies Clients NeedHelping clients mitigate taxes as they build and use wealth will soon be table stakes, Debra Taylor says.
March 20, 2025
How to Avoid a Huge Tax Surprise When Clients Lose a SpouseWhen a client is widowed, taxes often go up as income goes down, retirement advisor John Iammarino says.
March 19, 2025
How the 5-Year Rule Really Works With Inherited Roth IRAsClients should be advised to avoid inadvertently converting a tax-free account into one that generates tax liability.
March 19, 2025
Trump Tax Cut Uncertainty Puts Financial Plans at Risk, CFPs SayHere's how planners are preparing for the potential expiration of the 2017 tax cuts, according to the CFP Board.
March 18, 2025
Smart Tax Moves for Advisory FirmsStrategic tax decisions can free up resources and help unlock your firm's potential.
March 13, 2025
Debate: Should Congress Extend Enhanced Premium Tax Credits?The credits are paid directly to health insurance providers, rather than to taxpayers, in exchange for reduced premiums.