Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Top 12 Metro Areas for Finding Self-Employed Clients
By Allison BellIn these markets, plenty of high-income business owners are already making heavy use of financial services.
June 17, 2025
What’s New in the Senate Version of Trump’s Tax and Spending BillThe Senate Finance Committee's legislation modifies some key breaks, from SALT to the child tax credit.
June 16, 2025
Senate Deadlocked on SALTThe draft bill, slated to be released later Monday, includes the current $10,000 SALT cap.
June 13, 2025
Advisors, Please Stop Spreading This 529 Plan Falsehood: Jeff LevineDespite misleading headlines, there is no practical limit on how much someone can contribute to a 529 account.
June 13, 2025
Debate: Should the Tax Bill Expand HSAs?The bill allows Medicare enrollees to contribute and makes some marketplace health plans HSA-eligible, among other changes.
June 13, 2025
Supreme Court Favors IRS Over Tax CourtThe ruling may reduce the ability of taxpayers to get cash back from the IRS quickly.
June 12, 2025
How to Avoid RMD Mistakes Around Roth ConversionsRMDs and Roth conversions are both taxable as ordinary income, but that doesn't mean they're interchangeable.
June 12, 2025
New York Tax Preparer Charged in $50M Fraud SchemeMiles Burton Marshall, arrested Monday, allegedly stole from nearly 1,000 investors in a decades-long scam.