Income taxes

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.

The proposal includes cuts that would benefit businesses, the middle class and certain high-earning individuals but left unanswered questions about whether the plan would be paid for, or how.

Until the early 1980s, Social Security wasn't taxed. But in some situations today, clients may be in for a surprise.

Moving investments into these accounts may optimize returns and boost savings. Plus, know your IRAs and the impact of Trump's proposals on income brackets.

Fifteen tax planning tips from analysts and industry experts advisers may consider in 2017.

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

Confusion among affluent taxpayers could lead to new ways to help clients.