A shrinking agency is targeting those it deems most likely to dodge their taxes.
Increase net income without adding risk by placing these typically tax-inefficient assets in retirement accounts.
Individual and corporate tax reform add uncertainty to staid market.
Staff denies some eligible applications for spousal benefits.
For many advisers, whether to charge on cash depends on how much time they are spending managing those assets. .
Working longer can allow continued contributions.
Says his name and likeness were undervalued at death; "What about Marilyn?" his attorneys ask
The new president wants to get rid of the tax, but details are sketchy, leaving estate-tax planning in limbo. <b><i>(More: <a href="http://www.investmentnews.com/article/20170205/FREE/170209957" target="_blank">Estate-tax flux could boost grantor trusts</a>)</b></i>
Working longer and postponing benefits can increase future payments.
Offers guarantee on services.
As Republicans move to take the Affordable Care Act off the books, they don't intend to let taxes such as the investment-income levy survive.
This strategy is not going away with the rule changes authorized by the Bipartisan Budget Act of 2015.
Advisers said the prospect of lower income tax rates poses an opportunity to recommend employers add a 401(k) Roth feature, and discuss the benefits of Roth deferrals and conversions with employees.
High-income surcharge based on new brackets next year.
The deals promised tax deductions worth four to four-and-a-half times a person's investment.
It's likely that a replacement health care plan would have some tax impact, leading to new planning opportunities for financial advisers and their clients.
It's not clear how President-elect Donald J. Trump's nominee for Treasury secretary, Steven Mnuchin, would approach the Treasury estate-tax rule.
Severance pay does not count, nor do trailing insurance commissions.
