Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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Have You Aligned Your Tax Strategy With These OBBBA Changes?
Individuals and businesses should work closely with their financial advisers to refine tax strategies this season in light of these five OBBBA changes.
By John Bute, CPA
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Taxes May Be a Certainty, But the Amount You Pay Doesn't Have to Be
Don't wait until Tax Day to start exploring your options. Take some steps throughout the year, and you may be pleasantly surprised.
By Brett Gottlieb, Investment Adviser Representative
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When Are Estimated Tax Payments Due in 2026?
Tax Deadlines You make quarterly estimated tax payments to the IRS if you are self-employed or don’t have taxes withheld from your income for other reasons.
By Kelley R. Taylor
Tax Deadlines -
For HNW Retirees, Tax and Estate Planning Are the Main Events
Tax and estate planning can have far-reaching results for wealthy retirees and are just as important as investment management. This financial adviser explains.
By Evan T. Beach, CFP®, AWMA®
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8 ways to potentially lower your taxes
Advertiser Content Ameriprise Financial Services, LLC.
Consider these strategies to potentially reduce your taxes.
By Ameriprise Financial
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How to Avoid Being Buried by the Tax Avalanche in Retirement
All that cash you have in tax-deferred accounts could launch you into a higher tax bracket when you start withdrawals. It's time to protect your income.
By Brian O. Butler, CRPC®, CPFA®, CEPA®
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Consider These 4 Tweaks to Your 2026 Financial Plan
There's never a bad time to make or review a financial plan. But recent changes to the financial landscape might make it especially important to do so now.
By Michael Aloi, CFP®
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Investors Could Reap Millions With 2026's Shift in Tax Rules
Three major tax strategies will align in 2026, creating unique opportunities for real estate investors to significantly grow their wealth. Here's how it works.
By Daniel Goodwin
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When Can Tax Planning Be an Act of Love? This Family Found Out
How can you give stock worth millions to a loved one without giving them a huge capital gains tax bill? This family's financial adviser provided the answer.
By Stacy Francis, CFP®, CDFA®, CES™
