Trump tax plan

Borrowers can still use the allowance as long as it’s for home improvements.

Although funded with after tax dollars, what clients owe will be lower than the liability on traditional IRA withdrawals in retirement.

Congress created a juicy new tax break, yet hundreds of thousands of clients still don’t know if they can claim it.

One strategy for clients to continue their philanthropic work and reduce their bill is to bunch multiple years of donations into one with a donor-advised fund.

Liz Miller, president of Summit Place Financial Advisors, takes on a common mistake made by wealthy relatives, the new Trump tax law and why one-on-one meetings still beat robo advice.

When 2018 taxes are due in April 2019, millions of Americans could find themselves owing the government far more than was withheld.

The added savings could be used to pay off student loans as well as increase mortgage payments and retirement plan contributions.

Offering specialized planning is now essential to attract and retain HNW clients.

The agency has reprogrammed its systems to process three benefits most likely to be claimed on returns this season.

The products can offset potential losses from lowered state and local deduction limits.