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Helping clients understand casualty loss rules following an unexpected tragedy.
December 28Baird Private Wealth Management -
Clients intending to set up a bank account or mutual fund for their child must consider various provisions.
December 24 -
The Trump tax cut may have changed the calculus for some couples filing joint returns.
December 18 -
The following tips may help clients minimize their liability.
December 14 -
After Dec. 31, spouses responsible for paying alimony won’t get a tax deduction, due to a change under the Tax Cuts and Jobs Act.
December 11 -
Working parents who paid for day care, summer camp or a babysitter on the books are advised to take advantage of this break.
December 11 -
Some of the changes to rental property rules may be confusing for clients.
December 4 -
To prepare for questions — and their own filings — planners should note these tips.
November 27 -
Still, time is limited. Tell clients they’d better take advantage of the current exemption before it expires.
November 21 -
If they’re just writing checks, “that’s coming directly out of their cash flow,” one expert says.
November 20