Modern Wealth, Waverly, and Arax opened June 2026 with deals as serial RIA acquirers buy tax firms and wirehouse breakaways. The new consolidation moat.
Browsing: tax planning
OBBBA cut the value of charitable deductions for top earners in 2026. Why donor-advised funds and bunching now anchor wealth preservation for HNW clients.
The IRS grace period ended in 2024. In 2026, a missed annual RMD on an inherited IRA carries a 25% penalty. What advisors should review now.
OBBBA raised SALT to $40,000 with a phaseout above $500K MAGI. The ACA subsidy cliff is back. What advisors must address with clients now.
OBBB expanded HSA eligibility on January 1, 2026. Bronze, catastrophic, and DPC plan members can now contribute. Inside the rules and the planning shift.
Medicare Part B hit $202.90 in 2026, eating one-third of COLA. How advisors can help clients avoid IRMAA surcharges via QCDs, Roth staging, and appeals.
Bipartisan OPTIONS Act introduced April 2026 hints at the SECURE 3.0 framework. Inside the next retirement bill and what advisors should track.
OBBBA raised the federal estate exemption to $15M ($30M couple) in 2026. Inside the planning rewrite for HNW clients: gifting, GST, portability, and SALT.
SECURE 2.0’s Roth catch-up rule is enforceable in 2026. Earners above $150K must make catch-ups as Roth. What changes for plans, payroll, contributions.
OBBBA made TCJA brackets permanent, removing 2025 deadline pressure. Roth conversions still work in 2026 – the playbook needs a rewrite.