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Private Wealth Daily

Tax & estate planning

15 stories this week 184 in all, from the Advisors desk.

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Tax & estate planning stories, page 2

Page 2 of 10

Tax Foundation says California billionaire tax pitch keeps shifting

Oct 21

Treasury and IRS put donor-advised fund guidance on 2026-2027 priority plan

Oct 21

WealthManagement.com guide lays out three paths and four questions for family business succession

Oct 21

IRS grants estate late opt-out from automatic GST allocation on GRATs

Oct 21

Ed Slott: same-property rule can void a 60-day IRA rollover

Oct 21

BofA study: 37% said incoming principal was very prepared when transition occurred

Oct 21

US pension system graded C+ as sustainability score slips to 57.1

Oct 21

Stanford economists estimate California Prop 40 would raise $30 billion

Oct 20

Devenir: 52% of HSA assets were invested by June 30

Oct 20

Nationwide survey: nearly three-quarters of Gen Z changed or considered changing portfolios

Oct 20

Tax Foundation says Florida Amendment 3 would cut the local property tax base

Oct 20

Betterment adds mega-backdoor Roth to its solo 401(k) platform

Oct 20

Average Social Security COLA adds $75 a month in 2027; Fidelity suggests a planning review

Oct 19

Edward Jones: 81% of financial caregivers for adults 65+ would sacrifice own financial security

Oct 19

SoFi survey: women 25-45 rank investing 11th among money priorities

Oct 19

Morningstar research puts retirement shortfall risk at 40%-45%

Oct 18

IRS starts automatic refunds for more than 50,000 adoption tax credit carryforward filers

Oct 16

Advised investors ask AI more and verify less, Evergreen.ai study finds

Oct 16

Focus Partners Wealth’s Jeffrey Levine tells advisors to keep college savings in 529 plans

Oct 15

F&G survey: 75% of pre-retirees weigh delaying retirement

Oct 15

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