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The earlier they begin planning, the easier it'll be to avoid a big tax hit.
April 23
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The change will boost the firm’s “ability to reach a dramatically larger audience,” said CEO Stephen Schwarzman.
April 18
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Capital gains tax rates are not just taxed at a single, more favorable, rate anymore.
April 17
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Errors are regrettably common. They are also easily avoidable.
April 1
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Those who fail to meet the cutoff face a penalty equivalent to 50% of their required minimum distribution.
March 29
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The Treasury and IRS are lowering the withholding underpayment threshold to 80%.
March 26
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A higher standard deduction makes itemizing deductions less valuable.
March 26
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The regulator is looking into whether brokers made appropriate share class recommendations for the plans as a result of the new law.
March 19
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The tax law has made deducting philanthropic contributions more difficult, but there are ways to help clients reap benefits from their generosity.
March 19
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Changing filing statuses and maxing out deductible contributions to IRAs and HSAs are some ways clients received bigger reimbursements.
March 12
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Changes have left some clients surprised by tax bills or tiny refunds. How to explain what happened and prep them for next year.
March 6
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Those who fail to repay their loans on time may face early withdrawal penalties.
March 5
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Some clients may experience a taxable event that pushes them into a higher tax bracket.
February 26 -
Clients can avoid tax liability on their capital gains by donating securities that have appreciated in value, an expert says.
February 19
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No client wants to pay up. But, some could benefit from more tax exposure in retirement than actual spending.
February 12
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Modifications should be made as soon as they determine their liability for 2018 and the impact of the new law on their returns, an expert says.
February 12
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Changes to the law meant some taxpayers needed to adjust their withholding. Many were confused about how to do so.
February 11
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Multiple rate hikes by the Fed last year contributed to less-than-stellar results.
February 6
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Scammers are notorious for stealing social security numbers to file fake returns, an expert warns.
February 5
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The impact of the 35-day partial government shutdown could delay the process this year.
January 29
