Although the trust fund depletion date remains unchanged, 2034 is when surplus funds will run out if Congress doesn't act
Studies show that a tax-efficient approach to investing can boost incremental after-tax returns.
C corps may become a bit more popular under the new regime given the big reduction in their tax rate, but pass-throughs still seem to have the upper hand, advisers say
Advisers need to understand the new rules so they can help clients in need.
Trade reform, trade tiffs and strong dollar are all benefiting domestically oriented small-caps
A buy-write strategy lets clients get a portfolio's allocation back in line without facing a big tax bill.
Although the trust fund depletion date remains unchanged, 2034 is when surplus funds will run out if Congress doesn't act.
Limitation on property tax deduction boosts the state's pitch to finance executives living in New York, Connecticut.
Unofficial estimate would be largest increase since 2012, but retiree costs are growing even faster.
The law uses the tax rates applying to trusts and estates, rather than parents' income, to determine the tax on children's investment income.
Tax-free status reflects fact that investments are held in an insurance vehicle.
The law uses the tax rates applying to trusts and estates, rather than parents' income, to determine the tax on children's investment income.
Cut in the corporate tax rate makes state and local government debt less attractive to financial institutions.
Employment and demographic trends are disrupting the 20th century safety net.
But will those tax savings lead to lower expense ratios?
Workarounds to avoid federal limits on state and local taxes in some states could be considered tax evasion.
But one year of higher health care costs may be worth it to lower RMDs and taxes in the future.
Allan Holeman failed to disclose three IRS liens totaling $157,000.
Shifting business structure, changing filing status and spinning off equipment are examples of ways business owners can take advantage of the deduction.
Tax overhaul's doubling of the estate-tax exemption to $22 million has generated interest in the trusts