Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
7 Tax Developments to Watch For
By John ManganaroThe outlook for 2026 and beyond remains uncertain as the tax bill debate rages on.
June 12, 2025
How to Build Financial Plans for LGBTQ+ ClientsThese individuals often face lifelong financial, legal and cultural challenges that affect their ability to save and invest.
June 11, 2025
Group Fears IRS Could Change the Time When Annuities Are TaxedThe Committee of Annuity Insurers has a bad feeling about an item on the agency's to-do list.
June 11, 2025
BlackRock, Goldman Scale Up Tax-Loss Harvesting in $3T SMA BoomFirms are layering on increasingly complex techniques to compete.
June 10, 2025
Senate Plans to Deliver Trump-Backed Tax Breaks on Tips, OvertimeA House Republican warned senators earlier Tuesday that those breaks were a must-have for the final tax bill.
June 10, 2025
Johnson Urges Senate to Minimize Changes to $40,000 SALT DealTrump last week told Senate Republicans he is open to a smaller boost to the deduction cap.
June 09, 2025
Senate Republicans Plan to Release Major Revisions to Trump’s Tax BillThe Senate Finance Committee is expected to release a draft this week.
June 06, 2025
Debate: Does Auto Loan Interest Warrant a Tax Deduction?The Trump administration has proposed an above-the-line deduction of up to $10,000 per year.