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

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

This article highlights five practical considerations designed to support your efforts to interpret the OB3’s impact and help ...

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, ushered in significant federal tax changes. Below are several key provisions ultra-high-net-worth (UHNW) families and ...

Debbie Taylor, the recently appointed chief tax strategist at Carson Group, has seen the benefit of offering tax strategy and services at her wealth management firm for more than two decades. Her ...

FP Alpha, an AI-powered advanced planning platform developed by financial planner Andrew Altfest, is now offering its tax planning software as a standalone product. The platform, which has offered tax ...

A lot of tax planning during the first half of 2025 was focused on what might happen if the individual provisions of the Tax Cuts and Jobs Act were allowed to expire at the end of 2025. Thanks to the ...

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 is not about chasing deductions at the last moment. It is about building clarity early and maintaining consistency throughout the year.