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Harvesting losses to write off taxable gains is one strategy to address the Trump administration's plan to scrap the 3.8% net investment income surtax.
May 26 -
A 2014 law lets clients disabled before the age of 26 to save as much as $14,000 annually without facing any tax burden.
May 19 -
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If implemented, wealthy clients may consider making charitable donations and waiting until next year to realize income.
May 8 -
From health care expenses to taxes, how planners can help clients strategize.
May 5Life Planning Partners -
Business groups looking for regulatory relief were quick to hail the Senate's confirmation of Jay Clayton, a veteran Wall Street lawyer.
May 2 -
Despite confusion over the rule's fate, ERISA attorney Fred Reish warns advisors it's likely to go into effect without significant changes.
May 2 -
Many of the president's "core principles" were similar to promises he made on the campaign trail, including a reduction to 15% in the rate for businesses.
April 28Thomson Reuters Checkpoint -
Alexander Acosta must reckon with a June 9 deadline amid a tense political debate dividing the industry.
April 27 -
The Labor Department's own rule-making process may be presenting hurdles to completely rescinding the regulation.
April 27