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Donating complex assets is one option clients may consider when itemizing deductions on their 2018 returns, an expert says.
November 27 -
With two months left in 2018, clients can still take advantage of these tax hacks.
October 30 -
Tax overhaul has scrapped taxes on a child's excess unearned income at the same rate as their parents.
October 16 -
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Here’s what advisors need to know about the 20% qualified business income rule.
August 9 -
Mapping out their cash flow and identifying existing and potential problem areas are good places to start.
July 24 -
Failing to monitor reinvested dividends could boost their tax bills.
July 24 -
Clients must still account for gains not incurred through a sale or cash distribution.
July 10 -
Although the rules have become more lenient, high-income clients must not be complacent.
July 3