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Estate taxes
Too many advisors give wrong advice about trusts
Much of the latest guidance about setting up trusts is overly simplistic and can do a disservice to clients.
Voices
New tax law could doom divorcing clients
David Friedman
Director
Rackemann, Sawyer & Brewster
Financial advisors should immediately contact clients with prenuptial agreements to see if they’re impacted.
New tax law, new rules: 11 tips for helping clients maximize benefits
A majority of affluent Americans are likely to adjust their financial plans under the new law, according to the AICPA. Here's how advisors can help.
8 estate planning mistakes that can hurt clients
Addressing the subject of mortality can be tough — but advisors can help make the conversation less painful.
The vital tax planning tool few advisors know
Only 17 states permit these trusts, which can play an important role in planning for income taxes and estate taxes.
10 myths about IRA contributions: Tax Strategy Scan
Combating these misconceptions may help taxpayers maximize benefits.
How old are your kids? The answer could determine your tax bill
When 2018 taxes are due in April 2019, millions of Americans could find themselves owing the government far more than was withheld.
New tax law, more business for financial advisors
Offering specialized planning is now essential to attract and retain HNW clients.
What it takes to get into the 1%
It’s a pretty safe bet that all those in the rarefied strata hold at least some municipal bonds.
How the new tax law upends estate planning
Advisors and their clients may not yet realize how much the new regulations dramatically change their strategies.
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