Trump tax plan

Some of the changes to rental property rules may be confusing for clients.

To prepare for questions — and their own filings — planners should note these tips.

Still, time is limited. Tell clients they’d better take advantage of the current exemption before it expires.

If they’re just writing checks, “that’s coming directly out of their cash flow,” one expert says.

Nonprofits may experience a decline in revenue as more taxpayers are expected to opt for a standard deduction this year.

The Trump tax overhaul could mean less after-tax money to go around.

The lender will give $1,000 cash bonuses in December to eligible employees making less than $100,000 annually, CEO Brian Moynihan said.

Clients nearing retirement should consider standard and itemized deductions and choose the option that will generate the bigger savings.

Tax overhaul has scrapped taxes on a child's excess unearned income at the same rate as their parents.

Nuveen has pared allocations to non-U.S. developed market equities, while JPMorgan is dialing back global stocks positions in favor of U.S. shares.

Think you’ve already optimized client portfolios? Think again.

The effective tax rate on qualified dividends for those in the highest income tax bracket fell.

Recent tax law changes make gifting from an IRA an even better bet.

But the benefits are not evenly distributed among taxpayers.

The IRS estimates alternative minimum tax filings will decrease to 1 million from 10 million as a result of the law.

Under the new tax law, the tax on children’s investments and unearned income could end up costing a pretty penny.

One way to avoid the additional burden is to take advantage of tax-deferred retirement accounts.

Helping clients navigate the complexities of tax reform is even more of a priority.