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Thought we were done with the tax overhaul? Think again.
August 16 -
Top wealth planners say they’re seeing increased interest in dynasty trusts as clients look to capitalize on the new tax law.
May 17 -
CPAs and enrolled agents who added planning services generated an average of $1.7 million in incremental revenue over five years, a survey shows.
May 4 -
Holiday parties and team-building outings may still be deductible. What about entertaining prospects over dinner?
April 24 -
Bonus depreciation, Section 179, interest and loss limitations — what does it all mean?
January 30Engineered Tax Services -
Regulatory changes that ended popular deductions could prompt homeowners in high-tax states to consider relocating, a survey finds.
December 29 -
Local jurisdictions in high-tax states are grappling with changes and headaches from the tax overhaul.
December 29 -
“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.
December 29 -
“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.
December 20 -
The revised GOP tax bill lets investors keep the flexibility to sell whichever shares they want.
December 19