Provision of the 2017 tax overhaul lets investors pay less in taxes on profits that are reinvested in low-income communities.
Advisers can use this information to begin planning for 2019
Plan would require wealthy investors to pay capital gains tax on appreciation of their assets each year.
The billionaire Democrat joins list of others calling for higher taxes on the wealthy.
The penalty for failing to file exceeds the penalty for failing to pay, and an extension can also help with saving for retirement.
Congressional panel holds hearings, but no action is expected this year.
The government's second reduction in the penalty threshold this year comes as 2017 tax overhaul leaves many with surprise tax bills.
Do file your return, even if you can't afford to pay what you owe.
Blucora is paying $180 million in stock for 1st Global, with 850 advisers.
Some retirees can receive up to six months of back benefits.
Advisers need to help their clients avoid common tax mistakes that can complicate things later in life.
Experts say various Democratic plans for hiking taxes generally come down to increasing the capital gains rate.
New tax rules could affect retirees' relocation decisions.
Republicans don't want to tinker with tax reform, and Democrats don't want to be seen giving the wealthy a break.
Delayed claiming decisions will be based, in part, on interest rates.
In some cases, the RMD is the entire IRA balance — or more!
While legislation proposing a financial transaction tax has been introduced in the House and Senate, it's not likely to be enacted during the Trump administration.
Here are changes that advisers should understand so they can spot possible problems and opportunities for clients.
As tax proposals become increasingly 'loony tunes,' financial planners grow more nervous about how the plans could affect their clients.
SALT cap creates pricey problem for rich in some states, most of which lean Democratic.
