Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
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April 17, 2026
IRS Releases Tool to Help Taxpayers Resolve DebtTax Debt Help explains payment options as well as how to settle debt for less than is owed.
April 16, 2026
RMD Rules After Divorce Might Surprise Your ClientsUsing a qualified domestic relations order to divide retirement assets doesn't always create a clean break.
April 16, 2026
Wealth.com Raises $65M, Adds Dynasty as InvestorExisting investors like Schwab, Citi Ventures and Google Ventures also participated in the Series B funding round.
April 15, 2026
Bill Revives Plan for Surtax on MillionairesThe Millionaires Surtax Act would levy an additional 10% tax on incomes above $1 million per person.
April 15, 2026
4 Ways Advisors Help Clients Manage RMDsAdvisors shared real-life examples of how they helped clients minimize these distributions — and lighten the tax hit.
April 15, 2026
Ed Slott: Clients' 2025 Tax Returns Are Key to 2026 PlanningThe returns, which reflect the new tax law, are a "valuable roadmap" for future years, Slott tells ThinkAdvisor.
April 14, 2026
NJ Lawmaker Seeks to Lift SALT Cap to $80,800 for Married FilersRep. Josh Gottheimer said the upcoming fast-track spending legislation is the "perfect vehicle" to push for more deductions.