Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
When Taxes and Generational Wealth Collide, Here's What to Do
By Jane Wollman RusoffStrategies to mitigate potential burdens on heirs, John Vento suggests, are powerful preservation tools — when used properly.
July 22, 2026
Mega-IRA Crackdown Back in Play With New BillThe bill, floated by Sen. Ron Wyden and Rep. Richard Neal, would require distributions when tax-advantaged retirement accounts top $10 million.
July 22, 2026
Orion's Reed Colley: What the Future of AI Looks Like for RIAs"AI is an incredible accelerant" for the evolution of holistic advice, the Orion Advisor Technology president says.
July 16, 2026
Is a Spousal Trust the Right Estate Planning Strategy for Your Client?SLATs provide flexibility and tax benefits, but the increase in the lifetime estate and gift tax exclusion has shifted the conversation.
July 16, 2026
Debate: Did the IRS Make the Right Call on Automatic Penalty Relief?Taxpayers qualify if they have a history of filing and paying on time for the prior three years.
July 16, 2026
PRO
The Best Way to Manage Taxes in Retirement? Start EarlyActive planning before RMDs kick in, Cecil Staton offers, can both minimize liabilities and optimize investments.
July 13, 2026
New Bill Eliminates SALT Cap Marriage PenaltyThe legislation would double the deduction cap on state and local taxes for couples filing jointly.
July 13, 2026
PRO
Income and Tax Planning for Clients Working at 70 or BeyondOlder workers and their advisors have important decisions to make around RMD planning, tax deductions and health coverage.