IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers
AdvisorIQ

Research

Research library

Research worth an advisor's time from research firms, asset managers, regulators, central banks, academics and think tanks, each with a short summary in our own words, plus AdvisorIQ's own analysis.

As of Oct 8, 2026, the library lists 4 pieces from asset managers on tax planning.

Titles marked with an arrow open on the publisher's site. How we choose.

Tax planning

4 pieces · More on tax planning

  1. Ten Lessons on Managing Concentrated Wealth (opens aqr.com)

    AQR Capital ManagementResearch from an asset manager

    AQR distills ten lessons from recent academic and practitioner research on clients who hold a large single stock or business stake. It argues the portfolio that replaces the position matters as much as the sale itself, and that tax, estate, philanthropic and behavioral questions should be planned together and revisited over time.

    Topic: Tax planningaqr.com

  2. What the One Big Beautiful Bill Act could mean for your taxes (opens fidelity.com)

    Fidelity InvestmentsResearch from an asset manager

    Fidelity's one-year review of the 2025 federal tax law sorts its permanent provisions, such as brackets, the standard deduction and higher estate exclusions, from temporary ones that expire after 2028. It also explains the higher SALT cap and its phase-out, the senior deduction and the new floor on charitable deductions for itemizers.

    Topic: Tax planningfidelity.com

  3. How asset location can boost after-tax returns (opens corporate.vanguard.com)

    VanguardResearch from an asset manager

    Vanguard summarizes its research on asset location, the choice of which account holds each investment. Placing assets well can add up to 0.3% a year after taxes for some diversified investors, most when they hold meaningful balances in both taxable and tax-advantaged accounts, and the core rule is to put taxable bonds in tax-advantaged accounts first.

    Topic: Tax planningcorporate.vanguard.com

  4. Do you live in the right state for retirement? (opens capitalgroup.com)

    Capital GroupResearch from an asset manager

    A Capital Group wealth planner examines whether moving states before or in retirement really lowers taxes. The piece compares how states treat income, estates and retirement income, notes that more than 40 states do not tax Social Security, and warns that high-tax states scrutinize claimed moves closely.

    Topic: Tax planningcapitalgroup.com

See also: Topics · Compliance deadlines and industry events · CE requirements, with sources · CE calculator · Search AdvisorIQ

Editorial

How we choose

  • Inclusion is editorial. No publisher pays to be listed, and none can.
  • We leave out any piece that features or recommends a specific fund, ETF, model portfolio or other product.
  • Summaries are AdvisorIQ's own words. We link to the original on the publisher's site rather than copy it.
  • We do not list pieces behind a paywall or a registration form, or pieces from media outlets and advisor platforms; we link to the original source instead.

More in our editorial standards.