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Clients intending to set up a bank account or mutual fund for their child must consider various provisions.
December 24 -
Financial planners don’t have to be attorneys to help clients avoid high cost oversights
December 24 -
After Dec. 31, spouses responsible for paying alimony won’t get a tax deduction, due to a change under the Tax Cuts and Jobs Act.
December 11 -
These are the best and worst places to consider based on total tax burdens.
November 29 -
To prepare for questions — and their own filings — planners should note these tips.
November 27 -
Nonprofits may experience a decline in revenue as more taxpayers are expected to opt for a standard deduction this year.
November 20 -
Clients should turn to their own timeline before making any changes to their portfolio during a market correction.
November 5 -
The IRS announced upward adjustments for 401(k), 403(b)s and other plans.
November 5 -
Military families can use one of these provisions to seriously cut their tax burden. Plus, can clients make an IRA contribution on behalf of a deceased person?
October 23 -
Advisors can help by being familiar with tax relief options that might be available to affected clients. Here's what to look for.
October 10