Washington ‘millionaires tax’ may boost in-state muni bonds
Intense Life Desires Washington Gov. Bob Ferguson signaled support for the final “millionaires tax” bill, but hasn’t signed...
Tax
Tax planners share tips for making April more bearable
A small, but growing, number of advisors have been adding tax planning to their service...
How does your state’s effective tax rate rank?
State and local taxes remain one of the most consequential and least intuitive variables in...
Massachusetts loses billions in income after millionaire tax
Residents exiting Massachusetts took a net of $4.2 billion in adjusted gross income with them...
IRS updates withholding tax estimator for new tax breaks
The Internal Revenue Service has revised its IRS Tax Withholding Estimator to account for changes...
3 top tax questions clients are asking this filing season
The 2026 tax filing season is giving financial advisors an early look at how taxpayers...
Bill would shield restored Social Security benefits from tax
A bipartisan proposal in Congress could resolve an unexpected tax problem facing millions of retirees...
Millionaire tax tests a state’s 93-year aversion to income levy
After nearly a century of trying, Washington state Democrats could finally pass an income tax...
Millionaire tax wave could hit more than half of high earners
California’s proposed wealth tax may command the spotlight, but a broader push by states to...
The Truth About Tax Refunds
Getting a large tax refund often feels like a financial relief, but in reality it...