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Tax implications
What the new tax law means for investment advisory fees
The itemized deduction for investment fees may have been eliminated, but clients still need guidance on paying IRA expenses. Here's what to tell them.
How ‘lump and clump’ can offer clients material tax savings: Kitces
Higher deduction ceilings have made itemizing a moot point for most individuals, but a novel strategy can yield real additional savings.
How old are your kids? The answer could determine your tax bill
When 2018 taxes are due in April 2019, millions of Americans could find themselves owing the government far more than was withheld.
Advisors are being flooded with calls about the tax law
Financial planners report wide demand to learn how to exploit changes in the tax code.
What clients need to know about the GOP tax plan
The proposal includes changes in everything from the corporate tax rate to Obamacare.
Little-known proposal could thwart tax-loss harvesting
The proposed overhaul may severely limit investors’ ability to minimize capital gains on stock.
Voices
9 instant takeaways from the GOP tax proposal
Tim Steffen
Director of Advanced Planning
Baird Private Wealth Management
Who would the changes help — and hurt? Baird’s director of advanced planning weighs in.
Voices
Trumpcare: A CFP-M.D. on what advisors need to know
Carolyn McClanahan
Director of Planning
Life Planning Partners
From health care expenses to taxes, how planners can help clients strategize.
Republicans unveil health care bill to bridge gaps in party
The long-awaited legislation to repeal and replace the Affordable Care Act proposes to phase out key parts of the law over several years.
