Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
New Bill Would Let IRS Use AI to Detect Tax Fraud
By Melanie WaddellThe AI Tax Integrity Act would test the potential of using artificial intelligence to spot inaccurate tax returns.
September 09, 2026
Envestnet to Buy VestmarkWhile Envestnet has focused on indie BDs and RIAs, Vestmark is geared to wirehouses and others with institutional-grade trading operations.
September 09, 2026
Do Your Clients Know the New Charitable Deduction Rules?The OBBBA made substantial changes to how American taxpayers deduct contributions to charities.
September 08, 2026
6 Steps to Help 401(k) Millionaires Keep Their Nest Egg: MorningstarRetirement-account millions require careful attention for clients to maintain their wealth, a CPA explains.
September 03, 2026
Advisor Makes Case for Dividend Growth as an Income Strategy"When you're only withdrawing from the fruit of the tree ... you're not going to run out of tree," David Bahnsen maintains.
September 02, 2026
Schwab Sets $10M Minimum for New Long-Short AccountsSchwab is tightening access to the tax-saving strategies for the third time in recent months.
September 02, 2026
Altruist Introduces AI-Powered Financial Planning AgentThe announcement follows a tax planning deployment that sent wealth management stocks tumbling in February.
September 01, 2026
Sowell Management Launches Advanced Planning GroupBill Sowell says the group will play an important role on the new Cache River Private Wealth platform.