Tax Planning
Nov 5, 2026
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2 min read
Democratic control of Congress raises the odds of new tax, retirement and AI fights, but the White House can still block legislation.
Oct 26, 2026
3 min read
The biggest traps sit in charitable timing, SALT limits, retirement choices, estimated payments and old opportunity-zone gains.
Oct 22, 2026
An eight-year residence deal shows how one proposed tax can reshape corporate control, executive pay and financing.
Oct 16, 2026
1 min read
The brokerage is exploring an expansion of direct indexing after tightening access to some existing long-short accounts.
The November ballot measure would remove a 2031 expiration, making long-term income timing more important for affected clients.
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Sep 30, 2026
The new target is tax alpha, the Wall Street pitch that turns portfolio engineering into lower tax bills.
Sep 14, 2026
The old opportunity zone deadline is turning into a new client planning machine.
Jul 31, 2026
Final regulations give tax pros a sharper reason to revisit charitable remainder annuity trust planning before a client letter turns into a penalty conversation.
