Tax planning

The unit will now be renamed Threadline Wealth, backed by investment from the Cynosure Group, and have $5.8 billion in client assets under management

A well-intentioned tax move can push retirees over a Medicare income threshold, leading to thousands in unexpected annual premiums. Here's how advisors avoid these costs.

The documents your clients are already gathering for their returns are the same documents an estate planner needs to build or update a comprehensive plan.

Questions this season reflect confusion about 1099 income, new OBBBA deductions and retirement considerations, according to data from online expert platform JustAnswer.

California's proposed wealth tax has become one of the most closely watched fiscal policy experiments in American history.

New Tax Foundation research reveals which households and regions gain most from President Donald Trump's One Big Beautiful Bill Act.

Preparers are helping clients navigate OBBBA deductions and other pressing concerns.

A key advantage to partnering with a wealth management firm is gaining a complete view of each client's financial picture.

Halfpricesoft, an accounting and payroll solutions provider, updated its ezW2Correction software to assist with file corrections for 2015 to 2025 tax forms.

New proposals in seven states could soon subject over half of all U.S. millionaires to targeted high-earner tax rates.

After nearly a century of trying, Washington state Democrats could finally pass an income tax — a move that would hit 30,000 or so top earners.

In practice, depreciation does not eliminate tax cost over time. It merely redistributes it.

Plus, Sage rolls out AI enhancements for reporting, AP, sales; Datarails launches Spend Control solution for contract visibility.

Even though advisors doubt it will pass, California's proposed billionaire tax is already reigniting residency and wealth planning conversations.

Missed IRA RMDs can cost clients thousands, Vanguard research shows. But financial advisors can help erase tax penalties and avoid future ones with a few key strategies.

The announcement adds a prominent voice to a debate that has divided top Democrats and rattled Silicon Valley's elite.

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

Neuberger Berman is buying a $1.2 billion minority stake in tax advisory and software provider Ryan LLC.

Under a proposed ballot initiative in California, billionaires would face a one-time 5% levy to cover funding shortages for health care, food assistance and education.

Rhode Island Governor Dan McKee is warming to the idea of a tax on the wealthy as one way to bolster the state's resources after a particularly turbulent year for its economy.