Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Stop Taxing Expats on Foreign Income, Groups Say as Senate Weighs Tax Bill
By Melanie WaddellAmericans living abroad should be taxed only on U.S.-sourced income, advocacy groups argue.
May 23, 2025
Debt Limit Nail-Biter Looms as Senate Ponders Tax BillSen. John Thune must strike a delicate balance to get the House’s $4 trillion tax cut package through the Senate.
May 23, 2025
10 Most Affordable U.S. Cities to Buy a Home: 2025Some areas offer better opportunities for owning a typical home on a typical salary, Clever Real Estate finds.
May 22, 2025
What's Next for the Trump Tax Bill"We are so far away from an acceptable bill, it’s hard to say," said Sen. Ron Johnson, R-Wis.
May 22, 2025
House Passes Trump Tax BillThe bill now heads to the Senate, where groups of Republicans are pressing for extensive changes.
May 21, 2025
6 Secrets Clients Keep From AdvisorsWhile not intended to derail financial plans, these omissions can hinder tailored and effective planning.
May 21, 2025
White House Says Failure to Pass Tax Bill Would Be ‘Ultimate Betrayal’Lawmakers struck a deal on the SALT cap, but some ultraconservatives are still on the fence.
May 21, 2025
Johnson Says Agreement Reached on Raising SALT Cap to $40,000The agreement suggests a resolution to one of the final issues holding up President Donald Trump’s economic bill.