Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
House Tax Panel Releases Partial Version of Trump Bill
By Erik Wasson and John HarneyMany proposals that Republicans have been discussing recently, like a tax hike for millionaires, are absent from the bill.
May 08, 2025
Republicans Mull Raising SALT Cap to $30,000“I’ve heard that number, and I’ve heard others as well,” Speaker Mike Johnson said.
May 08, 2025
What Tax-Free Social Security Benefits Would Really MeanPayments would increase in the short term, but the policy could accelerate insolvency or be challenged in court.
May 07, 2025
Commerce Secretary Howard Lutnick Has an Annuity. Here's How to TellSome clients tell the IRS about their annuities with one form — and the whole world with another.
May 07, 2025
Life Insurance 'Will Not Be a Pay-For' for Tax Bill, Finseca Tells CongressA group for high-end wealth advisors is lobbying for stability in estate tax rules but not for repeal.
May 07, 2025
SALT Republicans Have to Accept ‘Unhappy’ Deal, GOP Chair WarnsThere will be a boost to the $10,000 cap on this deduction, but not as much as some states want.
May 06, 2025
Tax Reform Bill Close to Stalling: ValliereHouse opposition will push the timetable for passage well into summer, says the AGF Investments strategist.
May 05, 2025
LPL Taps eMoney’s WealthVision Planning SoftwareThe tool helps advisors go beyond investment management to integrate advice on estate, tax, retirement and insurance.