Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
15 States With the Lowest Tax Rates: 2024
By Michael S. FischerU.S. households pay often drastically different amounts, and types, of state and local taxes.
March 27, 2024
Tax the Rich Is Actually a Popular Bipartisan Stance, Poll ShowsMajorities of voters in seven swing states say they favor raising taxes on those earning more than $400,000.
March 25, 2024
Everything to Know About RMD Planning for 2024The Secure 2.0 Act made three major RMD changes that are effective this year and beyond.
March 25, 2024
12 Best Tax States for High EarnersHouseholds earning $150,000 a year pay the lowest rates in these states, often due to a lack of income tax.
March 22, 2024
3 Ways to Help Clients Minimize 2023 Tax Liability NowThe year has been over for months, but there are still ways to help.
March 21, 2024
What to Know About the New Bill Targeting GRATs and 'Abusive Trusts'The Getting Rid of Abusive Trusts Act is intended to make these trusts less attractive for tax avoidance.
March 20, 2024
Here Are the State Tax Bills for Wealthy Clients to Watch in 2024Surtaxes on the rich are stuck in committee. Estate planning law updates and cryptocurrency measures are moving.