Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Debate: Is Permanent 100% Bonus Depreciation in Trump Tax Law a Good Thing?
By Robert Bloink and William H. ByrnesThe increase in year one applies to qualified property acquired and placed into service on or after Jan. 19.
July 09, 2025
Court Fines Annuity Holder for Arguing Income Taxes Are VoluntaryThe judge added a $1,000 frivolous-position penalty to the total the taxpayer owed.
July 08, 2025
Two Advanced 401(k) Strategies for Tax-Efficient Retirement IncomeThese techniques can help clients give other assets — an IRA or Social Security benefits — more time to grow.
July 08, 2025
6 Estate Planning Strategies Sparked by Trump’s Budget and Tax BillBusiness owners and highly wealthy clients may have new opportunities to unlock and protect wealth.
July 08, 2025
New Tax Law Creates Medicare Tax Cutoff SuspenseNew deductions might (or might not) free some taxpayers from paying the net investment income tax and the "additional Medicare tax."
July 07, 2025
5 Forces That Could Shape How Trump's New Tax Law Really WorksWhat clients see today could be much different from what they see later.
July 07, 2025
Wall Street Builds S&P 500 'No Dividend' Fund in New Tax DodgeRoundhill Investments' planned ETF could appeal to high earners seeking to limit taxable income in brokerage accounts.
July 07, 2025
How the New $6,000 Tax Deduction for Seniors Really WorksA statement from the Social Security Administration applauding Trump's tax bill led to some confusion.