Trump tax plan

The change will boost the firm’s “ability to reach a dramatically larger audience,” said CEO Stephen Schwarzman.

Capital gains tax rates are not just taxed at a single, more favorable, rate anymore.

Errors are regrettably common. They are also easily avoidable.

Those who fail to meet the cutoff face a penalty equivalent to 50% of their required minimum distribution.

The Treasury and IRS are lowering the withholding underpayment threshold to 80%.

A higher standard deduction makes itemizing deductions less valuable.

The regulator is looking into whether brokers made appropriate share class recommendations for the plans as a result of the new law.

The tax law has made deducting philanthropic contributions more difficult, but there are ways to help clients reap benefits from their generosity.

Changing filing statuses and maxing out deductible contributions to IRAs and HSAs are some ways clients received bigger reimbursements.

Changes have left some clients surprised by tax bills or tiny refunds. How to explain what happened and prep them for next year.