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Reporting to the IRS can be complicated and boost preparation fees by as much as 300%.
May 29 -
The break on qualified business income will save company owners an estimated $415 billion over the next decade. Are your clients eligible?
May 25 -
CFP candidates must master the new material in time for the November exam.
May 22 -
Although designed to spur productivity, the Tax Cuts and Jobs Act could have the reverse effect.
May 22 -
Top wealth planners say they’re seeing increased interest in dynasty trusts as clients look to capitalize on the new tax law.
May 17 -
While it offers a hefty tax deduction for pass-through income, an expert says the rules are a "convoluted mess.”
May 15 -
One strategy includes encouraging clients to wait until the age of 70 to start collecting Social Security benefits.
May 8 -
CPAs and enrolled agents who added planning services generated an average of $1.7 million in incremental revenue over five years, a survey shows.
May 4 -
Financial advisors should immediately contact clients with prenuptial agreements to see if they’re impacted.
May 3
Rackemann, Sawyer & Brewster -
The effects are looking like "every other much-hyped tax cut of the past three decades.”
May 1








!["[T]he effects of the Trump tax cut are already looking like the effects of the Brownback tax cut in Kansas," writes Paul Krugman, an opinion writer with The New York Times.](https://arizent.brightspotcdn.com/dims4/default/621bd7f/2147483647/strip/true/crop/4000x2250+0+0/resize/1280x720!/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F6d%2F85%2Fe17fccdc48e29449c2c002ed673c%2Fpresident-donald-trump-thinking-pose-march-27-2017-bloomberg-news.jpg)