Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Private Foundations or Donor-Advised Funds? Asking the Right Questions
By Nicole HislerHelping clients maximize their philanthropic efforts is an impactful way to build meaningful, lasting relationships.
March 13, 2026
Mamdani Wants New York's Estate Tax Threshold Cut 90% to $750,000The New York City mayor also wants to raise the state's top estate tax rate from 16% to 50%.
March 11, 2026
New Firm Launching AI Platform to 'Scale Advisor Expertise'WealthStream's technology gives advisors access to senior-level planning insights, supporting the development of next-generation talent.
March 11, 2026
12 Cities Where a $100,000 Salary Buys the LeastWhen taxes and cost of living are considered, this amount doesn't go far in many places, SmartAsset finds.
March 11, 2026
Hightower Adopts New AI-Powered Tax Planning ToolThe wealth management firm is offering advisors a new tool from TaxStatus and Advice.ai.
March 11, 2026
This Tax Form Unlocks Secrets to Helping Your ClientsInformation from the IRS can be the key to optimizing asset location, Morningstar's Christine Benz tells ThinkAdvisor.
March 11, 2026
Ex-Starbucks CEO Schultz Moves With Family Office to MiamiThe city has been luring ultra-wealthy executives, financial firms and family offices since the pandemic, helped by its low taxes.
March 06, 2026
A Sliver of NYC's Wealthy Has Unusual Rallying Cry: Tax Me MoreA group that includes an ex-BlackRock managing director says rich residents can afford to pay more into city coffers.