Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
New Bill Aims to Help New Homebuyers With Tax Break for Older Sellers
By Melanie WaddellThe American Dream Act creates an incentive to sell properties worth $500,000 or less to first-time buyers.
January 20, 2026
Watch Out for These 6 Tax Traps in 2026Don't let recent tax changes catch your clients by surprise.
January 20, 2026
3 Things to Know About Using Individual Annuities in Costa RicaHere's an example of how collecting retirement income in another country really works.
January 16, 2026
What to Know About RMDs and Roth Conversions in 2026While many transactional deadlines aren’t until year-end, others arrive in a few months.
January 16, 2026
Trump Wants to Let Americans Tap 401(k)s to Buy HomesNational Economic Council Director Kevin Hassett told Fox Business the full plan will be detailed next week.
January 16, 2026
Millionaire Tax in Rhode Island Gets Governor's SupportDan McKee wants to raise the state levy on incomes over $1 million to 8.99%, an increase of three percentage points.
January 15, 2026
TaxStatus Adds Two Productivity ToolsThe firm has rolled out a tax prep checklist and a tax return history solution to aid advisors.
January 14, 2026
Wealthy Clients Need More Advisory Services: BlackRockNew survey findings suggest a gap between client expectations and advisor workflows.