-
Clients should consider paying more deductible expenses before year-end if their total itemizable deductions will be close to their standard deduction amount.October 15
-
Despite raised thresholds, advisors can still find big itemization opportunities if they know where to look.September 27
-
Clients often underutilize deductions for work-related technology purchases and travel expenses.July 30
-
Contribution limits in a Roth IRA could shrink for couples after marriage.July 23
-
Overall donations to charity organizations fell by 1.7%, while total individual giving decreased by 1.1%, the first drop since 2013.July 16
-
Despite changes in the new law aimed at scrapping a penalty for most new couples, those from high-income households may owe more this year.July 2
-
Under new rules, small business owners can offer their workers tax-free dollars to buy health coverage.June 25
-
The rule can create significant tax savings, but in unskilled hands it can just shift the burden elsewhere.June 7
-
There are still several moves that clients can make to reduce their 2018 tax bill.April 1
-
A higher standard deduction makes itemizing deductions less valuable.March 26
