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Cuomo seeks New York tax revisions to thwart federal changes
Proposal would eliminate the state income tax on wage earners, to compensate for loss of deductions
Oops! Unintended consequences of tax-law changes
Will clients become more interested in paying commissions? Will the new tax law steer more financial advisers toward independent channels? It could.
Tax reform: 7 essential strategies for financial advisers
While advisers face the difficult task of analyzing the law's impact, they will also have a significant opportunity to prove their value by implementing money-saving strategies for clients as well as their own businesses.
Tax bill SALT reduction could raise demand for munis
Strategists say residents of high tax states may be eager to find ways to reduce what they owe government.
Tax law: Everything advisers need to know about the pass-through provision
Learn about the basics of the pass-through provision as introduced by the Tax Cuts and Jobs Act last 2017, the entities eligible and the tax implications
IRS releases new withholding tables
GOP promises workers will see increases in their paychecks starting in February.
Buffett says tax law makes owning stocks more attractive
Berkshire Hathaway CEO predicts a 'bad ending' for cryptocurrencies and says stocks don't look overvalued compared to interest rates
Social Security rules for new retirees
Clients can claim benefits even if earnings exceed annual limit.
Tax overhaul gift may turn into lump of coal sooner than later
Any positive effects are unlikely to last, and will contribute to greater budget deficits over the next 10 years.
Dow surpasses 25,000 for first time, as bull market storms into 2018
Better than expected year-end manufacturing and private payrolls data in U.S. fuel bets that growth and tax breaks will buttress earnings.
January surprise of vanishing Social Security COLA
Blame smaller-than-expected benefits on higher Medicare premiums.
Tax law’s pass-through provision could harm 401(k) plans
Law creates a differential in tax rates that may lead business owners to shy away from sponsoring a retirement plan, or water down existing benefits.
Morgan Stanley slashes junk bond allocation
The $2 trillion firm sees recession risks rising and tax-cuts boost as short-lived.
States already seeking workarounds to Republican tax changes
New York Gov. Cuomo promises to sue federal government, make changes in state tax code.
New tax law favors charitable giving from IRAs
Jamie Hopkins, associate professor of taxation at the American College of Financial Services, offers guidance.
Roth IRAs hit 20 years old on New Year’s Day
The tax-advantaged retirement vehicle has grown in popularity among advisers and clients, despite obstacles.
Tax bill may change your clients’ health-care costs
Pay attention to new rules for the "individual mandate" requirement and the medical expense deduction floor.
Affluent Americans inundate accountants for advice
Tax experts scramble to understand full implications of the 500-page law which is anything but simple.
Clients need help filing Social Security disability claims
The backlog for appealing an adverse decision before an administrative law judge averages 605 days.
Your tax bill questions answered
Leon LaBrecque, managing partner at LJPR Financial Advisors, offers guidance on Washington's major overhaul.
