Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
This Estate Tax Filing Mistake Can Cost Clients Millions
By John ManganaroPortability between spouses is a powerful legal construct in estate planning, but it does not apply automatically.
October 10, 2025
Levine, Slott: Retirees’ Taxes May Rise — or NotJeff Levine and Ed Slott argue that the odds are good, but nobody has a policy crystal ball.
October 10, 2025
Interactive Brokers Adds Advanced Tax Planning CapabilitiesTraders can now preview potential gains (or losses) before submitting orders and select specific lots to close.
October 10, 2025
13 New Tax Numbers to Know for 2026The IRS adjustments reflect notable changes under the new tax law.
October 09, 2025
IRS Issues Final Word on Catch-Up ChangesThe regulations guide employers on “super catch-up” contributions and the Roth mandate for certain high-income taxpayers.
October 09, 2025
Orion Revamps Brand Fresh Off $5T MilestoneOrion executives Ron Pruitt and Betsy Perez tell ThinkAdvisor the brand change is more than symbolic.
October 09, 2025
IRS Reveals Tax Adjustments for 2026The changes to bracket thresholds, credits and deduction amounts apply to more than 60 tax provisions.
October 09, 2025
IRS Furloughs Nearly Half of Workforce as Shutdown Drags OnThe move, which pauses most taxpayer services, represents a sharp departure from the first week of the shutdown.