Trump tax plan

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.

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.

Many are unaware that they are responsible for a majority of their medical expenses, aside from premiums and coinsurance costs.

Higher deduction ceilings have made itemizing a moot point for most individuals, but a novel strategy can yield real additional savings.

A spike in volatility and changes in U.S. tax law are some of the reasons why the firm says clients have moved their money in the quarter.

It pays to review the differences between traditional and Roth IRAs.

Audit rates are dropping, but there are still triggers that taxpayers can avoid to further reduce their risk.

Sweeping tax changes have made it more important than ever to understand what is, and isn’t, deductible.