Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Trump Tax Cut Uncertainty Puts Financial Plans at Risk, CFPs Say
By Melanie WaddellHere's how planners are preparing for the potential expiration of the 2017 tax cuts, according to the CFP Board.
Smart Tax Moves for Advisory Firms
Debate: Should Congress Extend Enhanced Premium Tax Credits?
March 13, 2025
8 Overlooked Tax Deductions and CreditsThese breaks can go a long way toward helping clients reduce their tax liability as much as possible.
March 12, 2025
12 States With the Highest Property Taxes: 2025Some states' residents face the double whammy of high tax rates and high property values.
March 12, 2025
22% Tax Hike Coming if Trump Cuts Expire: Ways and Means ChiefEverything is on the table, including retirement planning incentives, Rep. Jason Smith says.
March 10, 2025
New Bill Doubles Social Security Tax ThresholdThe Tax Relief Unleashed for Seniors by Trump Act would also index the gross income exclusion to inflation.
March 10, 2025
Key Republican Says There's 'No Question' SALT Cap Will Get a BoostOne possibility is doubling the cap for joint filers.
March 10, 2025
12 Biggest U.S. Mega-Donors to Charity in 2024Six of them made gifts of $1 billion or more, according to the Chronicle of Philanthropy.
March 06, 2025
Life and Annuity Products Pay for Themselves: InsurersAnnuities alone may provide about $100 billion in Social Security savings "pay fors," an industry policy analysis found.