Trump tax plan

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.

The 110-year-old wealth management firm intends to expand its tax-planning services through more acquisitions.

The test will also be modified to account for the new tax law while aiming to plug leaks in the pipeline from college to CFP certification.

The right strategy can put them “in the 0% tax bracket,” an expert writes.

Battles will ensue over the Trump tax plan’s treatment of payments to former spouses.

Advisors and their clients may not yet realize how much the new regulations dramatically change their strategies.

The recent plunge raised suspicions that quants had caused or exacerbated the sell-off.

Underlying strategies make them more tax-efficient than actively managed mutual funds, an expert says.

The law has numerous income tax consequences for individuals and businesses.

As long as their earnings won't exceed the limit set by the Social Security Administration, they will not lose their benefits.

Claiming above-the-line tax write-offs doubles the standard deduction.

Securities Service Network is entering a space usually regarded in the industry as the specialty of HD Vest and 1st Global.

Bonus depreciation, Section 179, interest and loss limitations — what does it all mean?

Clients may consider changing their business structure under the new law.

Despite questions about the hastily cobbled legislation, there's some consensus as to what advisors and their clients can do now to avoid unpleasant surprises.

The new law will affect how financial advisors and clients evaluate the pros and cons.