Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
The Biggest Changes in Senate Tax Bill
By Melanie WaddellJeff Levine zooms in on itemized deductions and business tax breaks.
June 13, 2025
Advisors, Please Stop Spreading This 529 Plan Falsehood: Jeff LevineDespite misleading headlines, there is no practical limit on how much someone can contribute to a 529 account.
June 13, 2025
Debate: Should the Tax Bill Expand HSAs?The bill allows Medicare enrollees to contribute and makes some marketplace health plans HSA-eligible, among other changes.
June 13, 2025
Supreme Court Favors IRS Over Tax CourtThe ruling may reduce the ability of taxpayers to get cash back from the IRS quickly.
June 12, 2025
How to Avoid RMD Mistakes Around Roth ConversionsRMDs and Roth conversions are both taxable as ordinary income, but that doesn't mean they're interchangeable.
June 12, 2025
New York Tax Preparer Charged in $50M Fraud SchemeMiles Burton Marshall, arrested Monday, allegedly stole from nearly 1,000 investors in a decades-long scam.
June 12, 2025
7 Tax Developments to Watch ForThe outlook for 2026 and beyond remains uncertain as the tax bill debate rages on.
June 12, 2025
Republican Senators Consider $30,000 SALT Cap in Trump Tax BillThey are trying to reduce the House-passed $40,000 SALT limit, Sen. Thom Tillis says.