Trump tax plan

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

Clients need more advice — and advisors must do better analysis before making recommendations.

Here's how to make the most of high-net-worth clients' charitable nature.

Wealthy families can enjoy a $2,000-per-child break with the expansion of the child tax

Clients have a tax-saving opportunity to transfer pre-tax contributions in retirement accounts to a Roth or life insurance policy under the new law.

Thanks to the latest tax laws, real estate investment trusts are more attractive for taxable accounts than in past years.

That’s the sum companies are expected to bring onshore due to the Trump administration’s tax overhaul.

Advisors must be wary of “making permanent decisions based on a temporary law,” an expert says.

Certain clients will have to take a taxable distribution from the account every year.

Investors have been more skeptical of how much boost the tax cuts would provide to the economy this year, and the big banks’ second-quarter profits seem to suggest why.