Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
How to Avoid the Most Common Social Security Survivor Benefit Mistakes
By Rob BurgessA common advisor error involves instructing widows and widowers to wait until 70 to collect benefits.
June 16, 2026
How State Tax Residency Is Becoming a Balance-Sheet IssueWhere wealthy families live affects where income is sourced, where a business is sold and where trusts are administered.
June 16, 2026
Watch Out for These ETF Tax SurprisesNot all ETFs are as tax-efficient as those that follow broad stock market indexes.
June 16, 2026
Talk Retirement With the World's Finest SupernerdsBring your planning questions and concerns to our June 24 webcast with David Blanchett and Michael Finke.
June 15, 2026
Gavin Newsom Rushes to Sink California Billionaire Tax Before June DeadlineThe state governor assured a major Democratic donor the levy would be successfully negotiated away before June 25.
June 12, 2026
PRO
Avoiding Tax, Social Security and Medicare Pitfalls of UnretirementReentering the workforce after retirement is more common than many people think, and it presents distinct planning challenges.
June 10, 2026
New Bill Creates Eldercare Income Tax CreditThe Americans Giving Care to Elders Act allows taxpayers to claim a credit equal to 20% of qualified care expenses.
June 10, 2026
PRO
Beware of These Tax Traps When Clients Retire AbroadCurrency risk, overseas investment rules and different tax treatment of retirement accounts can trip clients up without careful planning.