# Tax planning: webinars, replays, research and CE webinars for advisors

As of Oct 8, 2026, AdvisorIQ lists 11 research pieces and 2 upcoming CE webinars on tax planning.

As of: 2026-10-08
Address: https://advisoriq.com/topics/tax-planning/

## Facts

- topic: Tax planning
- intro: Tax decisions run through almost every client conversation, from where assets are held to when income is taken and how gains are realized. For independent advisors, careful tax planning is one of the most concrete ways to add value beyond picking investments. This page gathers AdvisorIQ webinars and replays, CE webinars from around the industry, outside research and our own articles on tax planning.
- counts: research_pieces: 11, upcoming_ce_webinars: 2, replays: 0, upcoming_advisoriq_webinars: 0, advisoriq_articles: 0
- upcoming_advisoriq_webinars: 
- replays: 
- ce_webinars_from_around_the_industry: title: 1031 Exchanges and Delaware Statutory Trusts, host: Financial Planning Association, host_type: Industry association, starts_at: 2026-10-22T19:00:00Z, when: Thu Oct 22 at 3:00 PM ET, minutes: 60, ce_as_stated_by_host: CFP Board CE Credit Hours: TBD, url: https://fpalearning.onefpa.org/products/1031-exchanges-and-delaware-statutory-trusts, checked: 2026-10-05; title: Assess. Recalibrate. Advance: A year-end action plan for high net worth portfolios, host: Nuveen, host_type: Asset manager, starts_at: 2026-10-29T20:00:00Z, when: Thu Oct 29 at 4:00 PM ET, minutes: not stated, ce_as_stated_by_host: 1 CE credit, url: https://nuveeniq.com/courses/assess-recalibrate-advance-a-year-end-action-plan-for-high-net-worth-portfolios/, checked: 2026-10-05
- research_library: title: Ten Lessons on Managing Concentrated Wealth, publisher: AQR Capital Management, source_type: Research from an asset manager, published_on: 2026-08-11, summary: 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., url: https://www.aqr.com/Insights/Research/Tax-Aware-Investing/Ten-Lessons-on-Managing-Concentrated-Wealth, checked: 2026-10-05; title: What the One Big Beautiful Bill Act could mean for your taxes, publisher: Fidelity Investments, source_type: Research from an asset manager, published_on: 2026-08-07, summary: 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., url: https://www.fidelity.com/learning-center/personal-finance/one-big-beautiful-bill, checked: 2026-10-05; title: New Approaches to Social Security Benefit Taxation, publisher: Committee for a Responsible Federal Budget, source_type: Think tank, published_on: 2026-07-30, summary: CRFB explains how Social Security benefits are taxed today, with income thresholds that have never been indexed, and scores options to streamline, expand, repeal or replace that tax. Benefit taxation raised $99 billion in 2025, and the paper estimates full repeal would widen Social Security's long-run gap by about a fifth., url: https://www.crfb.org/papers/new-approaches-social-security-benefit-taxation, checked: 2026-10-06; title: Options for Reforming America's Tax Code 3.0: A Policymaker's Guide to Tax Reform Trade-Offs, publisher: Tax Foundation, source_type: Think tank, published_on: 2026-07-28, summary: An interactive guide that scores 86 possible changes to individual, business, payroll, excise and estate and gift taxes for their effects on revenue, debt, after-tax income and the economy. It is a reference for following tax proposals as several 2025 provisions approach expiration after 2028., url: https://taxfoundation.org/tax-reform-guide/, checked: 2026-10-06; title: How asset location can boost after-tax returns, publisher: Vanguard, source_type: Research from an asset manager, published_on: 2026-07-24, summary: 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., url: https://corporate.vanguard.com/content/corporatesite/us/en/corp/articles/how-asset-location-can-boost-after-tax-returns.html, checked: 2026-10-05; title: Tax Incentives and Venture Capital Risk-Taking: Evidence from the QSBS Program, publisher: National Bureau of Economic Research, source_type: Academic, published_on: 2026-07-06, summary: This working paper tests whether the qualified small business stock exclusion changes how startup investors behave. Investors time their exits around the holding-period requirement, and venture funds shift toward riskier, earlier-stage deals when the tax break applies, producing more failures but also more high-value exits., url: https://www.nber.org/papers/w35418, checked: 2026-10-05; title: Do you live in the right state for retirement?, publisher: Capital Group, source_type: Research from an asset manager, published_on: 2026-04-28, summary: 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., url: https://www.capitalgroup.com/pcs/insights/articles/state-retirement.html, checked: 2026-10-05; title: Year One of Trump-Republican Tax Policy: The Consequences, publisher: Institute on Taxation and Economic Policy, source_type: Think tank, published_on: 2026-04-06, summary: ITEP estimates the combined effect of 2025's tariffs and tax law changes by income group and state. The author finds the middle 60% of Americans pay about $900 more on average in 2026, with a net cut for the top 1% and increases for lower-income groups; the publisher's framing is critical of the policies., url: https://itep.org/year-one-of-trump-republican-tax-policy-consequences/, checked: 2026-10-06; title: One Big Beautiful Bill? A preliminary assessment, publisher: Tax Policy Center, source_type: Think tank, published_on: 2026-03-23, summary: A Tax Policy Center assessment of the 2025 reconciliation law's tax and spending provisions, fiscal cost, growth effects and distribution. The authors cite estimates that it adds $3.7 trillion to $5.1 trillion to deficits over 10 years, and find that once plausible ways of paying for it are counted, most households end up worse off., url: https://taxpolicycenter.org/sites/default/files/2026-03/OBBBA_Preliminary_Assessment_2026-03-23.pdf, checked: 2026-10-06; title: US Taxpayers to See a Nearly $2,300 Average Tax Cut in 2026 Under the Big Beautiful Bill, publisher: Tax Foundation, source_type: Think tank, published_on: 2026-02-24, summary: Tax Foundation maps the estimated average federal tax change per filer from the 2025 reconciliation law by state and county, measured against a baseline in which the 2017 individual provisions expired. It estimates individual changes cut taxes by $2,272 per filer on average in 2026, with the average shrinking after 2028 as temporary deductions lapse., url: https://taxfoundation.org/data/all/federal/obbba-average-tax-cuts-impact-map/, checked: 2026-10-06
- advisoriq_articles: 
- full_lists: webinars: https://advisoriq.com/webinars/?topic=tax-planning, replays: https://advisoriq.com/replays/?topic=tax-planning, ce_webinars_from_around_the_industry: https://advisoriq.com/webinars/industry/, research: https://advisoriq.com/research/?topic=tax-planning

## Notes

- Research and CE webinars from around the industry link to the publisher's or host's own page. AdvisorIQ writes the summaries; inclusion is editorial and never paid.
- CE for webinars from around the industry is shown as each host states it; AdvisorIQ does not confirm it.
- Times are Eastern.

## Sources

- AQR Capital Management, checked 2026-10-05: https://www.aqr.com/Insights/Research/Tax-Aware-Investing/Ten-Lessons-on-Managing-Concentrated-Wealth
- Fidelity Investments, checked 2026-10-05: https://www.fidelity.com/learning-center/personal-finance/one-big-beautiful-bill
- Committee for a Responsible Federal Budget, checked 2026-10-06: https://www.crfb.org/papers/new-approaches-social-security-benefit-taxation
- Tax Foundation, checked 2026-10-06: https://taxfoundation.org/tax-reform-guide/
- Vanguard, checked 2026-10-05: https://corporate.vanguard.com/content/corporatesite/us/en/corp/articles/how-asset-location-can-boost-after-tax-returns.html
- National Bureau of Economic Research, checked 2026-10-05: https://www.nber.org/papers/w35418
- Capital Group, checked 2026-10-05: https://www.capitalgroup.com/pcs/insights/articles/state-retirement.html
- Institute on Taxation and Economic Policy, checked 2026-10-06: https://itep.org/year-one-of-trump-republican-tax-policy-consequences/
- Tax Policy Center, checked 2026-10-06: https://taxpolicycenter.org/sites/default/files/2026-03/OBBBA_Preliminary_Assessment_2026-03-23.pdf
- Tax Foundation, checked 2026-10-06: https://taxfoundation.org/data/all/federal/obbba-average-tax-cuts-impact-map/
- Financial Planning Association, checked 2026-10-05: https://fpalearning.onefpa.org/products/1031-exchanges-and-delaware-statutory-trusts
- Nuveen, checked 2026-10-05: https://nuveeniq.com/courses/assess-recalibrate-advance-a-year-end-action-plan-for-high-net-worth-portfolios/

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## Cite as

AdvisorIQ, as of 2026-10-08. https://advisoriq.com/topics/tax-planning/

License: https://advisoriq.com/license/