Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
What the GOP's Tax Plan Might Actually Look Like
By John ManganaroThe expanded estate tax exemption will likely remain, but SALT could be a sticking point, two experts say.
November 06, 2024
Millionaire Tax Approved by Illinois VotersWhile the proposal has no legal effect, the vote opens the door to a new debate over ramping up taxes on the rich.
November 06, 2024
Should Clients Change Advisors When They Retire?Advisors who are experts at helping clients accumulate wealth may lack knowledge about the retirement income phase.
November 06, 2024
What Trump's Win Means for Estate Tax PlanningOne tax expert from Kitces.com says it's now quite likely that the current estate tax exemption will be extended.
November 06, 2024
What Clients Changing Jobs Should Know About Their 401(k)These clients have a decision to make on whether, and where, to move their retirement savings.
November 06, 2024
How 8 State Tax Ballot Questions Did in the PollsVoters made decisions on property, sales income and capital gains taxes.
November 06, 2024
Trump Has Proposed Nearly $8 Trillion in Tax Cuts. What Happens Now?Trump will now have to offer details of all the cuts he floated in recent months, says Greg Valliere.
November 06, 2024
Ahead of Key Tax Fight, Republicans Win Senate ControlRepublicans have said they intend to extend Trump's 2017 tax breaks and roll back regulations on energy production.