Donald Trump

The UHNW world is jolted by unwanted offshore disclosures and prominent executives are finding themselves in an uncomfortable spotlight.

Investors may be growing impatient with implementation of the administration’s agenda, an analyst says.

The tax plan would make itemized deductions less valuable so some seniors would lose a deduction that covers payments for nursing homes, assisted living or inpatient hospital care.

“People need to know what the rules are,” an industry consultant says.

Trump's pick might have to manage a recession, given that the current expansion would become the longest ever in the next four years.

Who would the changes help — and hurt? Baird’s director of advanced planning weighs in.

The department's proposal furthers efforts to undo the controversial regulation.

The bill will include “no changes” to popular 401(k) retirement plans, according to a House memo, and it’s not expected to repeal the Obamacare individual mandate.

Taxpayers face a penalty known as an individual shared responsibility payment if they do not comply, IRS says.

A Michigan CFP is deluged after a Trump aide with the same name pleads guilty as part of Justice Department special counsel Robert Mueller’s investigation.

"This bill is a giant wet kiss to Wall Street,” Senator Elizabeth Warren says.

Managers are asking the SEC to relax constraints it imposed on the funds as they become the fastest growing products for investing in equities.

Nearly two-thirds of future and recent retirees are worried there will be cuts to the program under the Trump administration. And an even greater percentage think that it needs to change.

For some clients, the amount of income that would fall into the zero tax bracket will increase by 3%, a far cry from the doubling that's been ballyhooed.

The American Opportunity Tax Credit can save clients $2,500, while they can claim up to $2,000 with the Lifetime Learning Credit.

Asset managers are increasingly considering tie-ups as they come under pressure from cheaper index-tracking funds.

Some consumer advocates worry that this will negatively affect small businesses and middle- and low-income Americans.

Business owners with high business incomes ― who currently face a top rate of 39.6% ― are in for major tax relief, policy analysts said.

The president looks to fulfill a key promise from his campaign.

Asset managers are still guessing how clean shares will fare under the new regulation.