The new year 2026 or straightforward concept. number 2026 written on the road in forest. planning and challenge, business ...

Forbes contributors publish independent expert analyses and insights. Leading writer and speaker in the area of trader tax benefits. Every trader should understand how different financial instruments ...

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 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 ...

With 2025 drawing to a close, the tax landscape looks very different from where we stood just 12 months ago. The passage of the One Big Beautiful Bill Act (OBBBA) has rewritten several key components ...

When it comes to transferring wealth, estate planning and tax planning go hand in hand. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you ...

It’s that time of year to think about year-end tax planning. In this article, I’ll show how your clients can save on taxes. I'll walk you through several year-end strategies for minimizing taxes, and ...

The best way to help clients pay the highest amount of income tax possible is to do nothing. Letting taxes "just happen" virtually guarantees that opportunities are getting missed. Even for taxpayers ...

Today’s episode will focus on the tricky topic of tax planning during retirement. To tackle this topic, I reached out to Jeff Levine, who is Lead Financial Planning Nerd at Kitces.com, and also serves ...