Tax Planning

The latest news and developments that advisors need to create meaningful tax planning strategies for clients.

News

Washington State Tax Hikes Target Tech Giants That Made It Rich

By Anna Edgerton
Debate: Should the Top Tax Rate Return to 39.6%?

April 24, 2025

Debate: Should the Top Tax Rate Return to 39.6%?
Trump Says Millionaire Tax Would Push Wealthy to Leave the U.S.

April 23, 2025

Trump Says Millionaire Tax Would Push Wealthy to Leave the U.S.
New Bill Cuts Capital Gains Taxes for Some High Earners

April 23, 2025

New Bill Cuts Capital Gains Taxes for Some High Earners
Schwab and Others Bet on Tax-Savvy ETFs

April 18, 2025

Schwab and Others Bet on Tax-Savvy ETFs
Why SALT Cap for Some High Earners Gets Special Focus in Congress

April 18, 2025

Why SALT Cap for Some High Earners Gets Special Focus in Congress
Make Tax Season the Starting Line for Year-Round Planning

April 15, 2025

Make Tax Season the Starting Line for Year-Round Planning
Millionaire Tax Hike Gains Steam as Trump Signals Openness

April 15, 2025

Millionaire Tax Hike Gains Steam as Trump Signals Openness