Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
12 Worst States for an Affordable Retirement: 2025
By Michael S. FischerThese locations have challenges around such lifestyle areas as safety, health care and the arts, Bankrate researchers found.
August 05, 2025
New Tax Law Speeds Up Social Security Depletion: Chief ActuaryThe old-age trust fund will run dry a year earlier, in 2032, according to a nonpartisan analysis.
August 04, 2025
Under Trump's New Tax Law, Here's What to Know About SALT Cap WorkaroundThe workaround, available in most states, is still highly relevant for high-income taxpayers.
August 01, 2025
New Tax Law Eases Reporting Rules for Gig Work, Payment AppsThe One Big Beautiful Bill made a change that could greatly reduce 1099 reporting burdens for some clients.
July 31, 2025
What Tax-Free Home Sales Could Mean for Wealthy AmericansJeff Levine says proposed legislation might lead to some "VERY interesting" capital allocation decisions.
July 31, 2025
12 Best States for an Affordable RetirementAffordability is a key concern of many Americans when deciding where to spend their retirement years.
July 31, 2025
One Big Beautiful Bill Act: A Quick Tax GuideJuly's multitrillion-dollar tax package created several new tax breaks — let the 2025 tax planning begin.
July 31, 2025
Democrats Assail Bessent on 'Privatizing' Social Security RemarkThe Treasury secretary is under fire for discussing "Trump accounts" as being a "backdoor for privatizing Social Security."