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Tax Cuts and Jobs Act
Tax planning skills that matter with index funds: Tax Strategy Scan
Clients should not only check the fees, but also compare their after-tax returns.
CE Quiz
Continuing Education credit — June 2018
As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.
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Index
Volatility fears cloud favorable business conditions for wealth managers
Risk tolerance growth slows as advisors urge clients to stick to the long view.
Sponsored by ADP
Kitces: 3 strategies for managing big capital gains
As a sustained bull run has made portfolios swell, managing the tax bill on those gains has become increasingly vital.
LPL advisors receive tax tool as new law tests value proposition
LifeYield unveiled its second agreement with an IBD to offer its software, which had previously only been available to large institutional clients.
Why MLPs are causing massive tax headaches: Tax Strategy Scan
Reporting to the IRS can be complicated and boost preparation fees by as much as 300%.
Tax planners see uncertainty, opportunity in pass-through deduction
The break on qualified business income will save company owners an estimated $415 billion over the next decade. Are your clients eligible?
CFP exam to test candidates on new tax laws
CFP candidates must master the new material in time for the November exam.
Will the tax law lead to growth or inflation? Tax Strategy Scan
Although designed to spur productivity, the Tax Cuts and Jobs Act could have the reverse effect.
The ultra rich are turning to this key tax-cutting tool
Top wealth planners say they’re seeing increased interest in dynasty trusts as clients look to capitalize on the new tax law.
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