Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Trump Seems Uncertain About Senate ACA Subsidy Extension Bill
By Allison BellHe told a reporter he "might" veto an extension bill.
January 08, 2026
Why Some Wealthy Households Face a Tax Hike in 2026While the 2025 megabill cut rates for most, one group in particular could pay more, analyst Jeff Bush says.
January 06, 2026
Trump Warns He'll Be Impeached If Republicans Lose MidtermsThe high cost of living, an issue Trump ran on in 2024, remains at the top of voters' minds.
January 06, 2026
Rhode Island Eyes Tax on Rich to Counter Trump PoliciesA proposal for a 3% surtax on incomes of more than $640,000 is getting a closer look.
January 06, 2026
IRS Releases New Guidance on Business Interest DeductionThe new IRS fact sheet has direct implications for advisors' practices and their business-owner clients, says Jeff Bush.
January 05, 2026
Before Tapping Retirement Accounts to Buy a Home, Consider ThisUsing a 401(k) or IRA for this purpose shouldn't be done lightly, Jeff Levine and Ed Slott say.
January 05, 2026
Debate: Should Medicare's Eligibility Age Be Raised to 67?The Republican Study Committee proposal more closely aligns with the eligibility rules governing Social Security claiming.
January 05, 2026
New Service Supports Estate Planning for Adults Without ChildrenChildfree Trust helps clients create estate documents and designate a professional fiduciary team to manage their affairs.