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Advisors and their clients may not yet realize how much the new regulations dramatically change their strategies.
February 14 -
The law has numerous income tax consequences for individuals and businesses.
February 9Snell & Wilmer -
The new law will affect how financial advisors and clients evaluate the pros and cons.
January 23 -
Seniors are less likely to itemize tax deductions this year as a result, an expert says.
January 16 -
The drastic changes are shaking up the status quo of estate planning. Here’s how financial planners need to change their approach.
January 3 -
The estate of Michael Jackson looks to have escaped a possibly hefty penalty for allegedly undervaluing the late singer’s assets.
January 2 -
“We’ve had tons and tons of interest from clients," one expert says.
December 29 -
Financial planners report wide demand to learn how to exploit changes in the tax code.
December 22 -
When giving cash gifts to grandchildren this holiday season, clients have options that can also help minimize their estate taxes in the future.
December 19 -
The proposal includes changes in everything from the corporate tax rate to Obamacare.
December 19