Trump tax plan

Although designed to spur productivity, the Tax Cuts and Jobs Act could have the reverse effect.

Top wealth planners say they’re seeing increased interest in dynasty trusts as clients look to capitalize on the new tax law.

While it offers a hefty tax deduction for pass-through income, an expert says the rules are a "convoluted mess.”

One strategy includes encouraging clients to wait until the age of 70 to start collecting Social Security benefits.

CPAs and enrolled agents who added planning services generated an average of $1.7 million in incremental revenue over five years, a survey shows.

Financial advisors should immediately contact clients with prenuptial agreements to see if they’re impacted.

The effects are looking like "every other much-hyped tax cut of the past three decades.”

Holiday parties and team-building outings may still be deductible. What about entertaining prospects over dinner?

Although annuities incur taxes and costs, clients "can invest the same amount into a diversified municipal bond portfolio and pay no taxes,” an expert says.

A majority of affluent Americans are likely to adjust their financial plans under the new law, according to the AICPA. Here's how advisors can help.