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Although the federal penalty was axed for those who failed to register for a plan, some states will continue to impose the coverage mandates.January 21
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The potential for higher taxes next year may accelerate deals.January 14
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While some tax-planning tasks can be time-sensitive, the challenge is to tackle the others that aren’t in a calculated fashion, an expert explains.January 7
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Clients who have yet to make withholding adjustments to cover their tax liability still have time to avoid the extra burden.December 10
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Clients who own a business may be eligible for a 20% deduction as a result of tax overhaul. For those who don’t qualify, there are other savvy strategiesDecember 9
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The funds may be gaining traction among older investors with significant assets, but rarely live up to their billing.December 2
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The 2017 Republican tax law approximately doubled the estate and gift tax exemption.November 25
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Despite raised thresholds, advisors can still find big itemization opportunities if they know where to look.September 27
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Those who fail to meet the cutoff face a hefty penalty that could hit as much as 25% of their dues.August 6
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Overall donations to charity organizations fell by 1.7%, while total individual giving decreased by 1.1%, the first drop since 2013.July 16
