Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Is Buying a Home Still the Way to Wealth? Some Young Americans Aren't Sure
By Paulina CacheroHomes are seen as a worse investment for first-time buyers today because wages haven't kept up with surging prices and ownership costs.
July 09, 2026
Envestnet, Vanguard Team Up to Help Advisors Boost Tax EfficiencyVanguard's Advisor's Alpha framework is now available on Envestnet's wealth platform.
July 08, 2026
IRS Issues Final Regs on a Dodgy Trust TransactionThe strategy at issue involves moving highly appreciated property to a charitable remainder annuity trust, Jeff Bush explains.
July 08, 2026
PRO
How an HNW Advisor Engineers Tax AlphaShort-sighted tax strategies can come back to bite clients later, Ryan Fleischer tells ThinkAdvisor.
July 06, 2026
Debate: Do HSAs Address Healthcare Affordability Gaps?Many Republicans in Congress have advocated for expanding health savings accounts as a solution to the affordability issue.
July 01, 2026
PRO
Ed Slott: Brush Up on OBBBA and Trump Accounts — NowClients will ask about these developments, the tax expert says, as a way to "judge their advisor's competence."
July 01, 2026
'Taylor Swift Tax' Stirs Bad Blood With Rhode Island HomeownersThe new levy will also squeeze owners of saltbox houses on the coast that are much less grand than the singer's Holiday House mansion.
June 30, 2026
New TaxStatus Tool Spots Planning Opportunities in Clients' IRS Records — Without AIThe offering plumbs tax forms to uncover life events like a job change or inheritance.