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

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 | ...

January is an ideal time to do tax planning for income in 2026. Where to begin? Start with these numbers related to ...

The Three Retirement Tax Issues I Nag My Clients About A financial professional highlights areas of tax planning that retirees should have on their radar as they finalize their retirement plan.

Proper tax planning is essential for managing and preserving wealth. For ultra-high-net-worth individuals and their families – people with $30 million in investable assets – efficient tax management ...

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 ...

Certified financial planners command a lot of knowledge about taxes, but many of them could be afraid of crossing into professional areas that are outside of their field of qualified expertise.

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 ...

New Jersey CPAs explain how aggressive tax planning can trigger IRS audits, stressing documentation, legal support and risk ...