Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
BlackRock's Cash-Like ETF Eclipses Infamous Long-Bond Trade
By Emily Graffeo and Ye XieOne fund has emerged as a haven for cautious cash holders; the other continues to fall out of favor.
July 08, 2025
6 Estate Planning Strategies Sparked by Trump’s Budget and Tax BillBusiness owners and highly wealthy clients may have new opportunities to unlock and protect wealth.
July 08, 2025
New Tax Law Creates Medicare Tax Cutoff SuspenseNew deductions might (or might not) free some taxpayers from paying the net investment income tax and the "additional Medicare tax."
July 07, 2025
5 Forces That Could Shape How Trump's New Tax Law Really WorksWhat clients see today could be much different from what they see later.
July 07, 2025
Wall Street Builds S&P 500 'No Dividend' Fund in New Tax DodgeRoundhill Investments' planned ETF could appeal to high earners seeking to limit taxable income in brokerage accounts.
July 07, 2025
How the New $6,000 Tax Deduction for Seniors Really WorksA statement from the Social Security Administration applauding Trump's tax bill led to some confusion.
July 07, 2025
Bob Doll Checks In on His 10 Predictions for 2025At midyear, the Crossmark CEO finds four of them heading in the right direction.
July 04, 2025
Trump Signs His Tax-and-Spend Bill at White House CeremonyHe signed the bill into law Friday, enshrining an extension of tax cuts and steep cuts to some health programs.