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Offering specialized planning is now essential to attract and retain HNW clients.
February 28
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The agency has reprogrammed its systems to process three benefits most likely to be claimed on returns this season.
February 27
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The products can offset potential losses from lowered state and local deduction limits.
February 27
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The 110-year-old wealth management firm intends to expand its tax-planning services through more acquisitions.
February 23
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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.
February 22
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The right strategy can put them “in the 0% tax bracket,” an expert writes.
February 20
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Battles will ensue over the Trump tax plan’s treatment of payments to former spouses.
February 16
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Advisors and their clients may not yet realize how much the new regulations dramatically change their strategies.
February 14
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The recent plunge raised suspicions that quants had caused or exacerbated the sell-off.
February 14
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Underlying strategies make them more tax-efficient than actively managed mutual funds, an expert says.
February 13
