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The proposed regulations also provide guidance for taxpayers who hold interests in regulated investment companies.
January 22 -
There are still dozens of questions about how the tax break applies.
January 16 -
A closed phone line to IRS support could present a significant challenge, particularly with changes to forms like the 1040, experts suggest.
January 15 -
Clients who intend to file as soon as they receive their W-2s are advised to start gathering their documents.
January 8 -
Helping clients understand casualty loss rules following an unexpected tragedy.
December 28
Baird Private Wealth Management -
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







