Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Wealthy Tax Cheats Set to Benefit From Trump Plans to Halve IRS
By Michael Rapoport and Erin Schilling and Lauren VellaThe plan would leave the Internal Revenue Service with its smallest workforce since at least the 1960s.
March 03, 2025
Trump Bends Congress to His Will on Tax Cut AgendaHis tax plan, which needs just a simple majority in both chambers, could be enacted as early as May.
February 28, 2025
Helping Clients Understand Tax StrategiesThe right picture can communicate a lot.
February 28, 2025
How Should Your Client Invest Their Bonus in 2025?Be mindful of taxes and special rules around stock-based compensation.
February 27, 2025
Florida’s DeSantis Pushes Unusual Plan to Abolish Property TaxesThe proposal would require a constitutional amendment and overhauls of both state and local government budgets.
February 26, 2025
Tax Cut Chances Rise as House Passes Budget Targeting Safety NetThe blueprint is the first step in bypassing Senate Democrats on tax and spending legislation.
February 25, 2025
TaxStatus Unveils Financial Baseline Report Featuring Direct IRS DataThe product aims to help advisors make smarter decisions and streamline planning for better client outcomes.
February 24, 2025
12 Cities Where a $100K Salary Goes FurthestSmartAsset looked at taxes and cost of living in 69 U.S. cities.