Tax reform

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.

Sponsors can bill the products however they’d like, but the bar to proving they work as advertised is high.

Some brokerage firms are concerned that the tax overhaul could spur their employee advisors to set up their own shops or switch firms to lower their tax bills.

Industry experts offer their forecasts for leading trends in the coming year.

Many deductions are likely to disappear if Congress passes the reform bill into law.

Improved prospects for tax legislation propelled the latest boost in equities.

Contributions and grants have recently reached record highs.

The uncertain tax and legislative environment means that year-end tax planning is more important than usual. To help clients and businesses prepare for filing season, here are helpful tips.

Almost half of wealthy donors don’t have a strategy in place to guide their charitable giving.

“It would almost be irresponsible if you weren’t thinking about moving,” says Bruce McGuire, founder of the Connecticut Hedge Fund Association.

Retirement location "matters just as much to your tax bill as what you have,” an expert says.