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 ...

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 | ...

Ed Slott speaking at the 2024 Technology Tools for Today (T3) Conference in Las Vegas. Many advisors decline to characterize themselves tax planners, acting almost as if the service was their ...

On July 4, 2025, President Trump signed into law the 2025 Budget Reconciliation bill, commonly known as the One Big Beautiful Bill Act (“Act”). This legislation extends several provisions from the Tax ...

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 ...

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 ...