# tax planning (news sources) — RSS Amplifier Recent posts from the 3 feeds in the RSS Amplifier directory that cover tax planning. Page: Feed: --- ## [My First $1 Million: Engineering Consultant, 58, Durham, NC](https://www.kiplinger.com/personal-finance/my-first-million-67-engineering-consultant-durham-nc) _2026-08-22 · Joyce Lamb · Latest from Kiplinger in Feature_ "(I would) start even earlier on Roths and maximizing my 401(k) contributions. Time is the real magic ingredient." ## [The Retirement Move That's Quietly Taxing Your Social Security to the Max (and How Early Roth Conversions Can Help)](https://www.kiplinger.com/retirement/social-security/reducing-taxes-on-social-security) _2026-08-22 · Kyle Hammerschmidt, Investment Adviser · Latest from Kiplinger in Feature_ This is how you can sidestep the "Social Security tax torpedo," a common issue where tax-deferred retirement accounts unexpectedly increase your tax burden. ## [Amex Cardholders Have a New Way to Access Airport Lounges](https://www.kiplinger.com/personal-finance/airport-lounge-access-just-got-easier-for-some-travelers) _2026-08-22 · Choncé Maddox · Latest from Kiplinger_ Some Amex cardholders can now use their physical card to verify Priority Pass membership at participating airport lounges. Here’s what to know. ## [How Friends Can Buy a Vacation Home Together for the Long Haul](https://www.kiplinger.com/retirement/retirement-planning/how-friends-can-buy-a-vacation-home-together-for-the-long-haul) _2026-08-22 · Maurie Backman · Latest from Kiplinger in Feature_ Set it up correctly from the start, and you can share a dream getaway with friends all the way into retirement — without risking your nest egg. ## [Your Big IRA Could Become a Big Tax Problem for You, Your Spouse and Your Heirs](https://www.kiplinger.com/taxes/tax-planning/your-big-ira-could-be-a-big-tax-problem) _2026-08-22 · Ethan M. West, CPA · Latest from Kiplinger in Feature_ If you start optimizing your taxes now, you can head off the inevitable tax consequences waiting for you when RMDs kick in — and when your family inherits. ## [How to Coordinate Claiming Social Security With Your Tax Bracket](https://www.kiplinger.com/retirement/social-security/claiming-social-security-and-your-tax-bracket) _2026-08-22 · Jeff Judge, CFP®, ChFC®, CLU®, AEP® · Latest from Kiplinger in Feature_ Rather than claiming Social Security based on when you need the money, view your timing as a tax-planning tool that can help you lower your lifetime tax bill. ## [The Biggest Obstacle to Happiness Isn't a Poorly Performing Portfolio — It's a Barrier You Haven't Even Noticed](https://www.kiplinger.com/retirement/happy-retirement/more-wealth-wont-guarantee-happiness) _2026-08-22 · Feroz Ansari, CFP® · Latest from Kiplinger in Feature_ Unless you recognize where your motivation for building wealth comes from, it's unlikely to lead to lasting happiness. Here's what to do about that. ## [Sax Wealth Advisors adds Florida wealth manager](https://www.accountingtoday.com/news/sax-wealth-advisors-adds-florida-wealth-manager-lighthouse-financial) _2026-08-21 · Daniel Hood · The Latest_ The acquisition helps expand Sax Wealth Advisors' presence in the Sunshine State and continues its M&A streak this year. ## [Dow Adds 517 Points Ahead of Nvidia Earnings Week: Stock Market Today](https://www.kiplinger.com/investing/stocks/dow-adds-517-points-ahead-of-nvidia-earnings-week-stock-market-today) _2026-08-21 · David Dittman · Latest from Kiplinger_ The stock market still looks basically healthy, but the bond market is starting to show signs of stress. ## [IRS chief blasted for employee treatment](https://www.accountingtoday.com/news/irs-chief-blasted-for-employee-treatment-after-ending-union-contract) _2026-08-21 · Michael Cohn · The Latest_ The top Democrat on the House Ways and Means Committee says IRS employees have suffered since the agency unilaterally ended its union contract. ## [Non-custodial Crypto Payments & Escrow (Sponsored)](https://crawlproof.com/a/O4LTeIXAdmti) _2026-08-21 · **Sponsored**_ Accept multi-chain crypto with trustless escrow, instant confirmations, and no KYC ## [Accounting staff departures can lead to turmoil](https://www.accountingtoday.com/news/accounting-staff-departures-can-lead-to-financial-turmoil) _2026-08-21 · Michael Cohn · The Latest_ Rapid turnover among accounting employees could be a sign of future financial reporting problems, according to a new study. ## [On the move: AICPA names new VP of communications](https://www.accountingtoday.com/list/on-the-move-aicpa-names-a-new-vp-of-communications) _2026-08-21 · Daniel Hood · The Latest_ Plus, FAF names the next FASB chair; Boomer recognizes its 2026 Visionaries; and other firm and personnel news from across the profession. ## [Grant Thornton adds GT Australia](https://www.accountingtoday.com/news/grant-thornton-adds-grant-thornton-australia) _2026-08-21 · Daniel Hood · The Latest_ The deal adds 1,500 professionals and six offices to Grant Thornton's multinational platform. ## [Why Waiting to Claim Your Online Social Security Account Is a Major Security Risk](https://www.kiplinger.com/retirement/social-security/why-waiting-to-claim-your-online-social-security-account-is-a-major-security-risk) _2026-08-21 · Donna LeValley · Latest from Kiplinger in Feature_ Skip long phone holds and field office lines. Discover how an active online Social Security account gives you control over your records. ## [Tech news: Bloomberg Tax adds multijurisdictional rule tracking](https://www.accountingtoday.com/list/tech-news-bloomberg-tax-now-supports-multi-jurisdictional-rule-tracking) _2026-08-21 · Chris Gaetano · The Latest_ Plus, Acculink CPA announces free IRS Notice Decoder; AuditDashboard releases Collaborative Scheduling; and other accounting tech news and updates. ## [Your Employer May Match Your Child's Trump Account: Here's How to Ask](https://www.kiplinger.com/personal-finance/savings/trump-account-employer-match) _2026-08-21 · Blake Smith, CFP®, AIF® · Latest from Kiplinger in Feature_ Your employer can contribute up to $2,500 a year to your child's Trump Account. The funds won't be taxable income for you and are a deductible business expense. ## [The best accountants aren't quitting over pay](https://www.accountingtoday.com/opinion/the-best-accountants-arent-quitting-over-pay) _2026-08-21 · Shagun Malhotra · The Latest_ Before posting a new job opening or signing a software contract, take a step back and look at where work is actually happening. ## [Is a Poorly Performing Family Office Eroding Your Family Fortune? You Won't Know if You Refuse to Measure Its Returns](https://www.kiplinger.com/investing/wealth-management/is-your-family-office-losing-money) _2026-08-21 · Michael W. Sonnenfeldt · Latest from Kiplinger in Feature_ Building a fortune is one thing, managing it successfully through a family office is another. Investor and philanthropist Michael W. Sonnenfeldt has a solution. ## [Ask the Tax Editor, August 21: Tax Help for Disaster Victims](https://www.kiplinger.com/taxes/income-tax/ask-the-tax-editor-august-21-tax-help-for-disaster-victims) _2026-08-21 · Joy Taylor · Latest from Kiplinger in Feature_ Joy Taylor answers questions from readers on tax breaks for victims of hurricanes, tornadoes, wildfires and other federally declared disasters. ## [The Hidden Costs Inside a 'Zero-Fee' IRA](https://www.kiplinger.com/retirement/iras/the-hidden-costs-inside-a-zero-fee-ira) _2026-08-21 · Jacob Schroeder · Latest from Kiplinger in Feature_ Six ways "free" retirement accounts can cost you without showing it — and how to keep more of your money. ## [Watch chovy live code (Sponsored)](https://crawlproof.com/a/xvPAq9oMFbC2) _2026-08-21 · **Sponsored**_ Join Mosh Coding streams with collaborative screen sharing and remote control, open source. ## [Advisers: This Outdated Retirement Rule Actually Un-Diversifies Your Clients](https://www.kiplinger.com/retirement/retirement-planning/advisers-outdated-retirement-rule-hurts-clients) _2026-08-21 · Craig Corn · Latest from Kiplinger in Feature_ Instead of saving home equity as a "last resort" in retirement planning, it makes sense to treat it as a strategic asset that's incorporated from the start. ## [How Advisers Can Strengthen Their Client Relationships: These Small Changes Can Have a Powerful Impact](https://www.kiplinger.com/business/small-business/strengthen-client-relationships-easy-sales-tweaks) _2026-08-21 · Jim Bowman · Latest from Kiplinger in Feature_ Small tweaks to your sales process can uncover new opportunities and better serve your clients' retirement goals. ## [In Our World of AI, This Is How Advisers Can Help the 'Confidently Wrong' Client](https://www.kiplinger.com/investing/wealth-management/ai-advisers-confidently-wrong-clients) _2026-08-21 · Salvatore M. Capizzi, CEPA, CBDA · Latest from Kiplinger in Feature_ Financial advisers shouldn't fear being replaced by AI. Instead, embrace the role of a trusted guide who helps clients apply information they get from AI tools. ## [Tax Fraud Blotter: Keys to the kingdom](https://www.accountingtoday.com/news/tax-fraud-blotter-keys-to-the-kingdom) _2026-08-21 · Mary Ann Tasoulas · The Latest_ Check churning; a Maserati and a McLaren; private family foundation; and other highlights of recent tax cases. ## [Dow Sinks 703 Points as Yields Spike, Walmart Slumps: Stock Market Today](https://www.kiplinger.com/investing/stocks/dow-sinks-703-points-as-yield-spike-walmart-slumps-stock-market-today) _2026-08-20 · Karee Venema · Latest from Kiplinger_ Bond yields resumed their march higher on news that U.S. debt has topped $40 trillion, while Walmart suffered its biggest one-day drop in years after earnings. ## [AICPA approves auditing standard for spotting fraud](https://www.accountingtoday.com/news/aicpa-approves-auditing-standard-for-spotting-fraud) _2026-08-20 · Michael Cohn · The Latest_ The American Institute of CPAs' Auditing Standards Board adopted new guidance governing the auditor's responsibility for identifying fraud or suspected fraud. ## [IRS unveils Tax Compliance Report for taxpayers](https://www.accountingtoday.com/news/irs-unveils-tax-compliance-report-for-taxpayers) _2026-08-20 · Michael Cohn · The Latest_ The digitally authenticated report can be used when applying for a job, loan, government benefit or another service requiring tax compliance information. ## [Pet owners set up wills and trusts in estate plans](https://www.accountingtoday.com/news/pet-owners-set-up-wills-and-trusts-in-estate-plans) _2026-08-20 · Michael Cohn · The Latest_ The AICPA is finding a growing number of pet owners including their cherished pets as part of their estate plan, and CPAs can help them set up wills and trusts. ## [IRS extends safe harbor for carbon capture tax credit](https://www.accountingtoday.com/news/irs-extends-safe-harbor-for-carbon-capture-tax-credit) _2026-08-20 · Michael Cohn · The Latest_ The Internal Revenue Service and the Treasury Department issued a notice extending a safe harbor for carbon capture and sequestration technology. ## [Retirement is a long game: What 43 years of saving taught me](https://www.accountingtoday.com/opinion/retirement-is-a-long-game-what-43-years-of-saving-taught-me) _2026-08-20 · Christine Kuglin · The Latest_ We spend our careers measuring income, assets and rates of return, but the return that matters most is what all those years of discipline allow you to do. ## [Point once, get highlights (Sponsored)](https://crawlproof.com/a/CdmYgT6gO9CX) _2026-08-20 · **Sponsored**_ Get minutes worth watching from a whole game — point once ## [IRS proposes rules for Trump account investments](https://www.accountingtoday.com/news/irs-proposes-rules-for-eligible-trump-account-investments) _2026-08-20 · Michael Cohn · The Latest_ Under the proposed regulations, funds can only be invested in eligible investments beginning when the account is established until the beneficiary turns 17. ## [More of Us Are Using AI for Financial Advice: Here's Where I'd Draw the Line](https://www.kiplinger.com/personal-finance/using-ai-for-financial-advice) _2026-08-20 · Kevin Brauer, MBA, CPA, CMA · Latest from Kiplinger in Feature_ AI can track spending, organize expenses, watch for unusual activity and remind us when to pay bills, but it can't offer personalized financial advice. ## [Treasury seeks to limit immigrants' use of some tax breaks](https://www.accountingtoday.com/articles/treasury-seeks-to-limit-immigrants-use-of-some-tax-breaks) _2026-08-20 · Caitlin Reilly · The Latest_ The Trump administration moved to further limit immigrants' access to the refundable portion of four tax credits aimed at aiding students, workers and families. ## [Which Trust Type Saves Your Kids The Most Money?](https://www.kiplinger.com/taxes/which-trust-type-saves-your-kids-the-most-money) _2026-08-20 · Kate Schubel · Latest from Kiplinger in Feature_ If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But only one is right for you. ## [Tax Strategy: Taxes and name, image and likeness issues](https://www.accountingtoday.com/opinion/tax-strategy-taxes-and-name-image-and-likeness-issues) _2026-08-20 · Mark A. Luscombe · The Latest_ Questions continue to arise as to whether some student athlete NIL compensation should be treated as wages subject to withholding. ## [The 1031 Exchange 45-Day Trap: How to Avoid Mistakes When You're Racing the Clock](https://www.kiplinger.com/taxes/tax-planning/how-to-avoid-1031-exchange-timeline-mistakes) _2026-08-20 · Carl E. Sera, CMT · Latest from Kiplinger in Feature_ A 1031 exchange gives you 45 days to identify your replacement property, but starting the clock unprepared can cost you. Here's how to manage the process. ## [Trump Accounts Can Give Kids a Head Start in Life, But the Government's $1,000 Contribution Isn't Why](https://www.kiplinger.com/personal-finance/savings/why-trump-accounts-can-give-kids-a-head-start) _2026-08-20 · Jason “JB” Beckett · Latest from Kiplinger in Feature_ The government will add $1,000 to Trump Accounts for eligible children, but families who contribute regularly and use them as a learning tool can benefit most. ## [These Are the Key Ingredients for a Successful Move to Europe (Being Super Rich Isn't One of Them)](https://www.kiplinger.com/retirement/happy-retirement/making-a-successful-move-to-europe) _2026-08-20 · Alex Ingrim, Chartered MCSI · Latest from Kiplinger in Feature_ Moving to Europe from the U.S. can get more complicated the wealthier you are. Find out what it really takes for a successful move — and how to plan for it. ## [IRS sets up conservation easement office, ends settlement process](https://www.accountingtoday.com/news/irs-sets-up-conservation-easement-office-ends-settlement-process) _2026-08-19 · Michael Cohn · The Latest_ The IRS has created a new Office of Conservation Easements and plans to change the process for settling disputed claims for the lucrative tax breaks. ## [Stocks Snap Losing Streak as Treasury Yields Ease: Stock Market Today](https://www.kiplinger.com/investing/stocks/stocks-snap-losing-streak-as-treasury-yields-ease-stock-market-today) _2026-08-19 · Karee Venema · Latest from Kiplinger_ Yields on the 10-year and 30-year Treasuries pulled back Wednesday after the Treasury Department announced new buyback levels. ## [IRS updates guidance on overtime deduction](https://www.accountingtoday.com/news/irs-updates-guidance-on-overtime-deduction) _2026-08-19 · Michael Cohn · The Latest_ The Internal Revenue Service has updated the questions and answers in its fact sheet on the new overtime deduction under the One Big Beautiful Bill Act, now known as the Working Families Tax Cuts. ## [The Kirkland Signature Care Plan? Costco Prepares Move Into Medicare Advantage](https://www.kiplinger.com/retirement/medicare/the-kirkland-signature-care-plan-costco-prepares-move-into-medicare-advantage) _2026-08-19 · Donna LeValley · Latest from Kiplinger_ From bulk goods to healthcare coverage, Costco plans its expansion into senior health plans pending government approval. ## [5 High-Yield Savings Account Mistakes That Could Cost You Money](https://www.kiplinger.com/personal-finance/high-yield-savings-accounts/high-yield-savings-account-mistakes-to-avoid) _2026-08-19 · Paige Cerulli · Latest from Kiplinger_ A high-yield savings account can help your money earn more, but these five common mistakes could be holding your savings back. ## [Student Loan Repayment Changes and Tax Traps to Watch in 2026](https://www.kiplinger.com/taxes/student-loan-tax-traps-to-avoid) _2026-08-19 · Kelley R. Taylor · Latest from Kiplinger_ Student loan policy and some key tax rules have changed in recent years. Here's what you need to know. ## [Why High-Earning Women Are Retiring With 21% Less Money Than Men — and How You Can Close the Gap](https://www.kiplinger.com/retirement/retirement-planning/closing-high-earning-womens-retirement-savings-gap) _2026-08-19 · Stacy Francis, CFP®, CDFA®, CES™ · Latest from Kiplinger in Feature_ Women should move beyond simple saving to a strategy that optimizes taxes, asset location and diversification, so every dollar works toward long-term goals. ## [6 New Ideas to Generate More Retirement Income](https://www.kiplinger.com/retirement/happy-retirement/new-ideas-to-generate-more-retirement-income) _2026-08-19 · Maurie Backman · Latest from Kiplinger in Feature_ From monetizing garage space to selling niche expertise, retirees are boosting cash flow on their own terms. ## [The Biggest Tax Opportunities for Retirees Under the OBBBA — and How to Make the Most of Them](https://www.kiplinger.com/taxes/tax-planning/obbba-tax-opportunities-for-retirees) _2026-08-19 · Jason “JB” Beckett · Latest from Kiplinger in Feature_ OBBBA tax breaks can help you preserve more of what you've saved for retirement. Tax planning can ensure it keeps working for your family after you're gone. ## [We Can't Weld Our Way Out of an AI Employment Crisis](https://www.kiplinger.com/personal-finance/career-paths/ai-employment-crisis) _2026-08-19 · Jennifer Schwab Wangers · Latest from Kiplinger in Feature_ When AI replaces white-collar jobs, workers will be told to "learn a trade." But where's the support for the financial and emotional challenges that causes? ## [The Medicare Travel Readiness Quiz: What’s Covered at Home and Abroad?](https://www.kiplinger.com/puzzles/quizzes/medicare-travel-readiness-quiz-whats-covered) _2026-08-18 · Donna LeValley · Latest from Kiplinger in Feature_ Out-of-state ER visit? Emergency in Europe? Find out what your Medicare plan actually covers before you take off.