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Homeowners from both parties worry that rising property taxes could force them to sell.
November 14 -
A quick look inside the proposed Tax Cuts and Jobs Act.
November 3 -
Who would the changes help — and hurt? Baird’s director of advanced planning weighs in.
November 2
Baird Private Wealth Management -
The House GOP bill would limit the deductibility of property taxes to $10,000 annually.
November 2 -
The bill will include “no changes” to popular 401(k) retirement plans, according to a House memo, and it’s not expected to repeal the Obamacare individual mandate.
November 2 -
Schwab’s nonprofit arm and many firms allow advisors to serve clients while helping charities.
October 25 -
The federal exemption does not cancel out key planning matters affecting everyone at death.
October 24 -
Business owners with high business incomes ― who currently face a top rate of 39.6% ― are in for major tax relief, policy analysts said.
September 27 -
Most Republicans support killing the estate tax as part of a tax overhaul, but doing so could have dire consequences.
August 31 -
While the markets soar, the high-net-worth crowd looks to Washington and is not pleased with what it sees.
June 2 -
Thematic ETFs have proliferated as funds started in the last six months looking to trade on political agendas, such as tax reform and infrastructure spending.
May 2 -
Many of the president's "core principles" were similar to promises he made on the campaign trail, including a reduction to 15% in the rate for businesses.
April 28Thomson Reuters Checkpoint -
Advisers with their own practices would see their tax rates cut to 15% under the new proposal.
April 27 -
The plan would be paid for partly with the elimination of deductions and loopholes for the wealthy, raising fears over tax-exemption.
April 26 -
If shares of companies such as Wal-Mart start to falter, that'd be a clue that measures such as the border adjustment tax are gaining traction.
March 28 -
Confusion among affluent taxpayers could lead to new ways to help clients.
November 9
Financial Planning -
Republican presidential candidate Donald Trump described an economic plan that he said would create “the biggest tax revolution since the Reagan tax reform” and “cut regulations massively.”
August 8


















