Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Avoiding Tax, Social Security and Medicare Pitfalls of Unretirement
By Roger WohlnerReentering the workforce after retirement is more common than many people think, and it presents distinct planning challenges.
June 09, 2026
Introducing ThinkAdvisor PRO: A New Resource for Advisors Whose Clients Expect MoreThis exclusive digital experience gives influential advisors critical tools, insights and resources to meet clients' increasingly complex demands.
June 05, 2026
SpaceX IPO Brings 'Prime Time' for Financial Advisors Ahead of Wealth SurgeMany of the firm's thousands of employees will finally be able to sell shares into the public market.
June 04, 2026
4 Strategies to Avoid Late-Payment Penalties After Filing an ExtensionPlans to address potential liability can be part of a holistic tax management strategy for clients and their advisors.
June 04, 2026
Debate: Do Taxpayers Benefit From 'Alternative' Health Plans?These options are not required to provide essential health benefits and can impose annual or lifetime caps.
June 04, 2026
FP Alpha Launches Tax Snapshot 3.0The latest edition seeks to deliver tax return summaries and identify issues for human review.
June 03, 2026
Will Your Client Get That Tax Break? This Number Is the KeyUnlike most working clients, retirees have some control over their taxable income if they've planned properly.
June 03, 2026
DeSantis Plan to Cut Florida Property Taxes Heads to BallotState lawmakers have approved a stripped-down version of the plan.