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Tax bill prompts client questions on prepaying property taxes before 2018
Advisers say to accelerate deductions, if the client's county allows prepayment and the client can afford it.
Trump signs $1.5 trillion tax cut
The bill slashes the corporate tax rate to 21% from 35% and cuts individual tax rates across the board.
New Social Security rules trip up widow’s adviser
If she suspends her retirement benefits, she can't collect survivor benefits.
Five obstacles to true tax optimization
Advisers need to understand how tax strategies affect the portfolio, and how assumptions differ from reality.
Interest in donor-advised funds surges in response to tax changes
Clients still have time to set up accounts before year-end, but some contribution deadlines have passed.
Political ETFs have fair share of haters
Getting even a rough sense of how governments influence share prices is a task fraught with peril.
Congress sends Trump tax-cut bill
House Republicans passed the most extensive rewrite of the U.S. tax code in more than 30 years.
How the tax bill will affect 8 families
The savings from the landmark tax bill depend on where people live, how they earn a living and their family size.
House passes GOP tax bill
The sweeping overhaul delivers a deep, lasting cut for corporations and temporary benefits for most individuals.
Final tax bill gives pain, relief to financial advisers
Legislation would eliminate itemized deduction for investment advice fees, give income tax breaks depending how a business is structured, and allow for continued stock-sale flexibility.
Tax plan: Everything financial advisers need to know about the final bill
The latest version of the Tax Cuts and Jobs Act has many changes from current law that would affect advisers and clients.
How your clients can exploit the new tax bill right now
5 things to do in 2017, assuming tax-reform legislation becomes law
Income-tax brackets in combined GOP bill
New rates contain an unpleasant surprise for married couples who make between $600,000 and $1 million.
For brokers, tax bill could bring shakeups and job changes
Brokers set up as partnerships or contractors could use pass-throughs, but employee-channel brokers could not.
Tax update: Brady says sales tax deduction in final bill
Taxpayers will be able to deduct state income taxes or state sales taxes in addition to property levies — up to a $10,000 cap.
Tax bill may up capital gains taxes, disrupt adviser strategies
The so-called FIFO provision could also lead to yet-unrealized planning opportunities for advisers.
Broker, retirement groups make last-minute pleas to change tax legislation
Pass-through provisions are target of groups representing employee-model brokerage firms, as well as retirement plan advisers.
House and Senate reach tentative compromise for tax overhaul
Lawmakers still need to get a cost analysis of their agreement, so it's not yet definite, according to a source.
Is the Trump effect over?
Although the bull market is in need of repose, it does shows signs it will continue to thrive in 2018.
Congress’ work on tax reform barely gets a passing grade
Reform proposals should not be drafted behind closed doors
