Trump tax plan

Although the rules have become more lenient, high-income clients must not be complacent.

Salary-reduction arrangements can exclude up to $520 each month from a client’s taxable income to cover these expenses.

One option for the higher earning spouse is to use an IRA as payment.

Clients should not only check the fees, but also compare their after-tax returns.

As a sustained bull run has made portfolios swell, managing the tax bill on those gains has become increasingly vital.

LifeYield unveiled its second agreement with an IBD to offer its software, which had previously only been available to large institutional clients.

Reporting to the IRS can be complicated and boost preparation fees by as much as 300%.

The break on qualified business income will save company owners an estimated $415 billion over the next decade. Are your clients eligible?

CFP candidates must master the new material in time for the November exam.