Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Debate: Do HSAs Address Healthcare Affordability Gaps?
By Robert Bloink and William H. ByrnesMany Republicans in Congress have advocated for expanding health savings accounts as a solution to the affordability issue.
June 30, 2026
New TaxStatus Tool Spots Planning Opportunities in Clients' IRS Records — Without AIThe offering plumbs tax forms to uncover life events like a job change or inheritance.
June 30, 2026
PRO
Talk Taxes With CPA Sean MullaneyCome share your questions and hear helpful tax planning insights during our ThinkAdvisor PRO Live webcast July 22.
June 29, 2026
IRS Provides Gift Tax Relief for Trump AccountsTaxpayers had raised concerns that Trump account donations would trigger gift tax reporting rules.
June 26, 2026
PRO
Tax Issues to Consider When Investing in AlternativesImplications, both favorable and unfavorable, vary by the type of asset and how and where clients hold it.
June 25, 2026
Debate: Should Gold IRAs Be Part of a Retirement Portfolio?With inflation persisting, many clients have turned to commodities-based investments as a historically reliable asset choice.
June 24, 2026
Edward Jones Invests in QuickenThe firm aims to complement its advisor-led model by acquiring a minority stake in the personal finance software maker.
June 23, 2026
Why Early Retirement Can Be a Smart Tax MoveW-2 earnings, planner Sean Mullaney argues, carry a much higher tax burden than drawing on assets.