Trump tax plan

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.