Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
DAFs Gaining Importance in Advisor-Client Relationships: Report
By Michael S. FischerFinancial professionals have growing influence on the increasingly favored charitable giving vehicle for Americans, research finds.
May 11, 2026
Transamerica Loses Appeal in Annuity Income Payment CaseThe owner planned to use the annuity for the tax benefits and cash in before income came out.
May 11, 2026
Trump Floats Temporary Gas Tax HaltHe says he'll seek to suspend the federal 18.4 cents a gallon tax on gasoline "until it's appropriate."
May 11, 2026
How Frontloading Taxes Can Help Prevent Pain in RetirementPaying taxes sooner at lower rates, Wade Pfau suggests, offers "immediate benefits" related to future RMDs.
May 11, 2026
New Bill Creates Savings Accounts for Skills TrainingEmployers and employees could contribute to tax-advantaged accounts to fund education and training expenses.
May 08, 2026
Jeff Levine Breaks Down the OBBBALast summer's landmark tax and spending legislation has many provisions that advisors should be familiar with.
May 08, 2026
New York Tax Plan That Angered Rich Is Proving Tough to DesignThe latest state budget includes a tax on second homes but no details on how the tax would be levied.
May 07, 2026
How to Avoid the Costliest IRA MistakesExcise taxes, penalties and loss of tax-deferred status are among the consequences of IRA errors, Denise Appleby says.