Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
When Clients Start an 'Encore Career' in Retirement
By Rob BurgessThere are tax implications of starting a new business later in life instead of slowing down, experts say.
May 14, 2026
NY Plans New Tax on City Homes Over $1M Bought With CashThe levy is expected to raise $160 million to help fill the city's budget hole.
May 14, 2026
Americans Are Most Financially Burdened in These 12 StatesResidents in some locations, SmartAsset reports, may be contending with high costs, weaker incomes and heavier debt loads.
May 14, 2026
How Taking RMDs in Stock Can Work to Clients' AdvantageClients can transfer securities to a taxable account without selling them or otherwise taking a cash distribution.
May 13, 2026
DAFs Gaining Importance in Advisor-Client Relationships: ReportFinancial professionals have growing influence on the increasingly favored charitable giving vehicle for Americans, research finds.
May 13, 2026
Debra Taylor: How OBBBA Is Making Advisors Rethink Tax PlanningThe law's many temporary provisions and income limits make multi-year planning a must, Carson's chief tax strategist says.
May 12, 2026
New Bill Seeks to Curb Use of Trusts for Estate Tax DodgingThe Fair Trusts for Fiscal Responsibility Act taxes assets over $50 million in certain types of trusts.
May 11, 2026
Transamerica Loses Appeal in Annuity Income Payment CaseThe owner planned to use the annuity for the tax benefits and cash in before income came out.