Segregated funds are no tax panacea
When I hear a strategy like the one presented, I think, “What problem is the strategy trying to solve, and ...
Thursday, September 17, 2026
Tag: tax
The ‘Step-Up’ Oversight: The Estate Document Many Wills Still Don’t Include for 2026 Tax Accuracy
Many families spend years creating wills, trusts, and beneficiary designations, believing their estate plans are complete. Yet when heirs eventually ...
Why More Homeowners Owe Capital Gains Tax When They Sell
Any potential homebuyer who is struggling to find an affordable home might never imagine that some lucky folks actually could ...
Why table-stakes tax planning is still elusive at many firms
Despite the frequent M&A deals, rhetoric and research focused on tax planning, the wealth management industry is still lagging behind ...
Disability tax credit changes will help the most vulnerable
What is the DTC? The Disability Tax Credit (DTC) is a non-refundable tax credit that is transferrable to supporting individuals ...
Earning Premium Planning Fees By Demonstrating Hard-Dollar Tax Savings For Business Owner Clients: #FASuccess Ep 491 With Patrick Lonergan
Welcome everyone! Welcome to the 491st episode of the Financial Advisor Success Podcast! My guest on today's podcast is Patrick ...
Tax Authority wants army tech veterans tied to Israel
A Knesset bill currently being formulated by the Israel Tax Authority is set to affect all veterans of the ...
Beyond the BBQ: Memorial Day Is Also a Reminder to Claim the New $6,000 Senior Tax Deduction Before Summer
For many retirees, Memorial Day marks the unofficial start of summer, filled with cookouts, family gatherings, and travel plans. However, ...
The $250 Rebate: Which States Are Sending Out Surprise Tax Checks This Month (and Who Is Excluded)
With inflation still squeezing household budgets, surprise tax rebates and relief checks are becoming one of the most talked-about financial ...
Seniors, Watch Out! Official-Looking “Tax Review” Mailers Are Charging You for Free Property Tax Relief — Here’s How to Avoid the Scam
Property taxes have become one of the fastest-growing financial pressures for older homeowners living on fixed incomes. Across the country, ...
Get the latest news and follow the coverage of Business & Financial News, Stock Market Updates, Analysis, and more from the trusted sources.