Estate taxes

“We’ve had tons and tons of interest from clients," one expert says.

Financial planners report wide demand to learn how to exploit changes in the tax code.

When giving cash gifts to grandchildren this holiday season, clients have options that can also help minimize their estate taxes in the future.

The proposal includes changes in everything from the corporate tax rate to Obamacare.

The uncertain tax and legislative environment means that year-end tax planning is more important than usual. To help clients and businesses prepare for filing season, here are helpful tips.

“It would almost be irresponsible if you weren’t thinking about moving,” says Bruce McGuire, founder of the Connecticut Hedge Fund Association.

Homeowners from both parties worry that rising property taxes could force them to sell.

Planners should help clients navigate complex transactions to ensure risk is mitigated as much as possible.

The federal exemption does not cancel out key planning matters affecting everyone at death.

The first step is to account for any obligations or costs, an expert says.