Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
How Tax Planning Can Help Advisors Turn Prospects to Clients
By Rob BurgessShowing potential clients how to reduce their lifetime tax liability sets you apart, Dave Alison says.
May 05, 2026
Client Demand for Tax Planning From Advisors Keeps GrowingJeffrey Levine and others at the Horizons 2026 retirement planning conference say this gap represents a major opportunity.
May 04, 2026
SEC Chief Pans Texting Probe, Calls ETF Share Class Relief a Massive Tax BreakThe SEC's new enforcement approach focuses not on quanity, but on quality of cases, Paul Atkins says.
May 01, 2026
Debate: Will This Bill Make Employee Benefits More Helpful?In proposed legislation, employees could elect tax-free employment benefits under a wider array of options.
May 01, 2026
PRO
3 Keys to Retirement Planning for Executive ClientsTheir transitions can be made more difficult by their company role, higher income levels and layers of compensation.
April 30, 2026
California's Wealth Tax Plan Fuels UHNW Anxiety"You've got the golden geese," a tax lawyer tells ThinkAdvisor, "but these geese have wings."
April 30, 2026
Press for New Capital Gains Tax Cut Divides RepublicansThe proposal to index capital gains for inflation could be in a tax-and-spending package later this year.
April 29, 2026
What a Secure 3.0 Act Could Look LikePolitical momentum is building for a federally run IRA program.