Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Trump Gathers SALT-Focused Allies Before Tax Fight
By Nacha CattanSome Republicans in New Jersey, New York and California want to raise the $10,000 deduction cap.
January 03, 2025
These 9 States Cut Income Tax Rates for 2025The lower rates became effective Jan. 1, according to the Tax Foundation.
December 31, 2024
What Clients Really Ask Accountants About AnnuitiesThe classics, like tax benefits or income deferral, never go out of style.
December 31, 2024
Help Your Clients With This 'Embarrassing' Task Before They Get MarriedTalking about money isn't romantic, but not doing so can sink a marriage, Ekaterina Klimentova of Cerity warns.
December 30, 2024
How an Advisor Helps U.S. Expats Navigate Taxes, PlanningArielle Tucker says she provides tailored solutions to help expat clients feel more confident about their futures.
December 27, 2024
Inflation Spells Significant 2025 Tax AdjustmentsChanges will apply to standard deduction amounts, marginal rates and various credits beginning in tax year 2025.
December 27, 2024
At Edelman, M&A Is a 'Cultural Alignment,' Not a 'Conveyor Belt'The financial planning firm prioritizes integration when selectively adding RIAs, executive Suzanne van Staveren maintains.
December 26, 2024
Washington State’s Wealth Tax Debate Is Heating UpOpinions are divided over Gov. Jay Inslee's proposal, with critics including entrepreneur Nick Hanauer.