Estate taxes

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.

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.

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

Details matter, explains an expert, like where their boat is docked.

Most Republicans support killing the estate tax as part of a tax overhaul, but doing so could have dire consequences.

A checklist for advisors who have clients looking to launch a new business.

Most fortunes disappear by the time grandchildren have taken control.

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.

Bequests, endowments and other gifts demand expertise beyond traditional tax and estate help.

There's no point in waiting on new policy to initiate preparation that is protective and vital, no matter what the ultimate law may be.

How clients can take advantage of this approach to managing their wealth after death, even if President-elect Trump enacts his proposed reforms. Plus, juicy deductions that come with owning a car and a smart portfolio trick to consider after this year's monster bull market.

Tax-wise strategies for charitable contributions can take a 180-degree turn when it comes time to create an estate plan.

Advisers are already prepping clients for sweeping changes coming under President-elect Trump's administration next year.

Some of the most significant financial planning changes advisers should consider when working with same-sex couples.