taxes

Advisor Upside

Why Altruist’s New AI Tax Tool Spooked Investors in Schwab, LPL, Raymond James

Photo via Connor Lin / The Daily Upside

Tax planning tools have been around for years, but they’ve mostly been manual.

2 min read

Photo by Nattakorn Maneerat via iStock

Advisor Upside

Will Millionaire Taxes Send UHNW Clients Packing?

Shipping clients off to Texas or Florida, where there are no income taxes, is far from the first option advisors consider.

1 min read
Advisor Upside

Think Equity Investing Can’t Be Risk Free? Think Again

It’s not impossible to get much of the upside of stocks without the downside. (Of course, there’s a caveat.)

4 min read
Photo by Kelly Sikkema via Unsplash

Advisor Upside

Advisors Share New Year’s Resolutions for 2026

2 min read

Financial Planning

Worried You Don’t Have Enough Money to Retire? New Rules in ’26 Make It Easier to Catch Up

(Photo by Towfiqu barbhuiya via Unsplash)

Many of the new retirement account rules that take effect in 2026 can simplify building up the savings necessary to live the life you want.

3 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by Pixpine Mockups and Anthony Behar/Sipa USA/Newscom

Advisor Upside

Advisors Are Watching These Tax Law Changes in 2026

New tax laws including the One Big Beautiful Bill Act present novel risks and opportunities when filing next year’s tax returns.

4 min read
Photo by Ben Iwara via Unsplash

ETF Upside

What’s the Difference Between 351 Exchanges and Exchange Funds?

Either one of these popular tax-advantaged strategies can help clients diversify and defer tax bills, but they can be complex as well as costly.

4 min read
Photo via Kelly Sikkema

Advisor Upside

Tax Planning Is Table Stakes for Advisors

Nearly 70% of high-net-worth clients said advisors should help them reduce their taxes, Cerulli found.

2 min read

Advisor Upside

Trump’s ‘Big, Beautiful Bill’ Is a ‘Mixed Bag’ for Advisors

Photo via Chris Kleponis-CNP/Picture Alliance/Consolidated News Photos/Newscom

Some worry about adding to the already ballooning national debt, while others applaud extending the Tax Cuts and Jobs Act.

2 min read

Politics

Harris and Trump Agree That Tips Shouldn’t Be Taxed

Photo by Sam Dan Truong via Unsplash

Kamala Harris supports eliminating federal taxes on tips for service and hospitality workers, which Donald Trump also supports.

2 min read

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