Picking the wrong date could cost you benefits or trigger penalties.
The investment adviser has joined forces with a Washington think tank, but their effort must overcome partisan gridlock.
Gifting depreciated assets to a spouse can yield a substantial benefit when doing tax-loss harvesting.
Advisers can put strategies in place now to make sure that there will be no hidden surprises this time next year.
Picking the wrong date could cost you benefits or trigger penalties.
The change may not be that big a deal for many clients, but they need to understand their options.
Investors in such instruments are eligible for a 20% tax deduction as a result of the pass-through provision.
Diverse efforts and a tweet from Trump came together for rescue
Limited services available in field offices during funding lapse.
Numerous changes to individual and business tax provisions are likely to create at least short-term demand for advice.
Consultant recommends taking advantage of tax moves that are immediately available for clients.
In contrast to Wells Fargo and JPMorgan Chase, bank makes no mention of gains for staff or charity, but calls out cash to clients exclusively.
World's biggest companies including BlackRock are expected to benefit greatly from changes in U.S. tax plan.
Proposal would eliminate the state income tax on wage earners, to compensate for loss of deductions
Will clients become more interested in paying commissions? Will the new tax law steer more financial advisers toward independent channels? It could.
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.
Strategists say residents of high tax states may be eager to find ways to reduce what they owe government.
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
GOP promises workers will see increases in their paychecks starting in February.
Berkshire Hathaway CEO predicts a 'bad ending' for cryptocurrencies and says stocks don't look overvalued compared to interest rates