Tax reform

More than $37 billion flowed into tax-sheltered donor-advised funds in 2018, according to a new report.

Despite raised thresholds, advisors can still find big itemization opportunities if they know where to look.

“The more ties you cut, the better — auditors like to see a moving van and an itemized list of what was moved,” one lawyer says.

The following tips may help clients minimize their liability.

Clients are willing to pay more for tax advice, but they’re still not getting it.

But the benefits are not evenly distributed among taxpayers.

Helping clients navigate the complexities of tax reform is even more of a priority.

Helping clients navigate the complexities of tax reform is even more of a priority.

Thought we were done with the tax overhaul? Think again.

Top wealth planners say they’re seeing increased interest in dynasty trusts as clients look to capitalize on the new tax law.

CPAs and enrolled agents who added planning services generated an average of $1.7 million in incremental revenue over five years, a survey shows.

Holiday parties and team-building outings may still be deductible. What about entertaining prospects over dinner?

Bonus depreciation, Section 179, interest and loss limitations — what does it all mean?

Regulatory changes that ended popular deductions could prompt homeowners in high-tax states to consider relocating, a survey finds.

Local jurisdictions in high-tax states are grappling with changes and headaches from the tax overhaul.

“The discussions we’re having now are, ‘Call your municipality and try to establish what your liability is. Call your mortgage holder,’” an advisor said.

“My clients are hard-working young professionals on Wall Street. I don’t have a lot of good news for them,” said Douglas Boneparth, an advisor in New York who counsels people throughout the industry.

The revised GOP tax bill lets investors keep the flexibility to sell whichever shares they want.