Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
12 Best Countries to Retire Abroad: 2026
By Michael S. FischerThese locations can appeal to those seeking a safer, healthier life, richer in possibilities and lighter in tax.
September 25, 2026
IRS Finalizes Car Loan DeductionAlthough the deduction was available for the 2025 tax year, the agency treated 2025 as a transition year.
September 25, 2026
IRS Launches New Mobile AppThe app replaces IRS2Go and expands the agency's digital services.
September 24, 2026
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Lawyer Says Advisors Are Critical to Estate PlanningThere are four steps to the process, and advisors can play a key role in three of them, David Haughton of Hargrove says.
September 23, 2026
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A Tax-Free Way to Fund Long-Term CareClients who don't want standalone LTC coverage might consider a "hybrid" life or annuity contract.
September 18, 2026
How HSAs Can Help Cover Medicare Costs Tax-FreeThe savings accounts offer a powerful solution to reimburse Medicare premiums and medical expenses that Medicare excludes.
September 17, 2026
House Passes Tax Relief for Fraud Victims ActThe bill would waive penalties for early withdrawals from qualified retirement accounts due to fraud or deceit.
September 15, 2026
New Merrill Services Help Clients Transition to Managed AccountsThe offerings enable clients to move cash and other assets in a gradual, tax-efficient way, according to the firm.