The OBBBA reshaped several baseline assumptions for 2026 planning around state and local tax, above-the-line deductions and updated inflation adjustments.

An inheritance can add to your finances, but taxes may reduce the amount that reaches you. Some states tax beneficiaries directly, while separate estate taxes may apply before assets are distributed.

As we start the new year, this Federal Tax Update highlights estate planning-related federal tax information as you consider 2025 planning options. Because Congress could pass legislation that changes ...

Forbes contributors publish independent expert analyses and insights. Many people confuse filing their taxes with doing tax planning. These are two very different services; ignoring this fact can ...

What are the best tax planning tools for financial advisors? Bloomg How to choose the right tax planning software for your advisory firm Tax planning software helps advisors integrate tax strategies ...

Tax planning advisors help clients minimize tax liability, navigate complex tax rules and integrate tax-efficient strategies into their financial plan Written By Written by Staff Money Writer, WSJ | ...

What Is Retirement Income Tax Planning? Retirement income tax planning is the process of strategically managing retirement income sources and financial decisions to minimize tax liability and maximize ...

A client's tax returns contain troves of useful information about their financial lives, from the obvious (e.g., the amounts and sources of their income, their household members, and their retirement ...

Tax planning has long been considered an add-on service usually offered to family office clients. But that may be changing. According to Financial Planning's October Financial Advisor Confidence ...