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Claiming the earned income tax and child tax credit may get tougher under Trump’s 2018 budget plan.
June 2 -
How a couple wrote off cat food and other breaks that boosted refunds. Plus, how charity counts toward an IRA withdrawal.
February 14 -
Fifteen tax planning tips from analysts and industry experts advisers may consider in 2017.
December 5 -
Here’s how to help prepare clients for what comes next.
November 9
Life Planning Partners -
See the most popular ways for Americans to reduce their tax bills.
November 2 -
There are many benefits for clients who invest in property, but identifying them can be quite a process.
October 31
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Property can be a savvy investment — and offer significant advantages. But advisers have to know where to look.
October 31 -
Clients age 65 and up have to move fast to load up on medical expenses and get these benefits. Plus, considering MLP ETFs after the recovery of the energy sector and how certain mutual funds can charge a capital gains.
October 28





