As 2026 gets underway, high-income earners can still act on select 2025 tax strategies while planning ahead to reduce taxes, improve efficiency, and support long-term financial goals.

GREENWICH, Conn.--(BUSINESS WIRE)-- Interactive Brokers (IBKR) (Nasdaq: IBKR), an automated global electronic broker, has introduced enhancements to its professional tax planning toolkit with the ...

FP Alpha, an AI-powered advanced planning platform developed by financial planner Andrew Altfest, is now offering its tax planning software as a standalone product. The platform, which has offered tax ...

Compare the best tax software for 2026, including pricing, features and free filing options to choose the right platform for ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and ...

COLLEGE STATION, Texas, Nov. 17, 2022 /PRNewswire/ -- Holistiplan, the industry-leading tax planning software for financial advisors, today announced a partnership with LPL Financial (LPLA). As part ...

Advisor software heavyweight deploys AI across its proposal generation, investment research, specialized planning and meeting prep suite in Fall 2025 product release Nitrogen, the industry’s only ...

Holistiplan's beloved Tax Report just got even better. Tax Report 2.0, powered by award-winning technology, introduces enhanced visuals and charts that simplify tax planning and provide clearer ...

The large wealth and asset management firms that must recruit and retain financial advisors to keep their dominant positions will need to bulk up their tax planning technology, a study said. Otherwise ...