Continue in
4
seconds
For the independent adviser
For the independent adviser
Login
Register
Resources
Events
Practice
Portfolio
Industry
Voices
Search
Search
Practice
Portfolio
Industry
Voices
Resources
Events
search goes here
Tax regulations
Refundable tax credit rules could tighten: Tax Strategy Scan
Claiming the earned income tax and child tax credit may get tougher under Trump’s 2018 budget plan.
How ABLE accounts can help clients with disabilities save: Tax Strategy Scan
A 2014 law lets clients disabled before the age of 26 to save as much as $14,000 annually without facing any tax burden.
How will annuities fit into post-fiduciary world portfolios?
Regardless of whether President-elect Trump rolls back the rule, these products are here to stay.
Voices
Trump tax overhaul will create planning opportunities
Bob Veres
Columnist
Confusion among affluent taxpayers could lead to new ways to help clients.
Kitces: A closing window for estate-tax planners
The Treasury will soon crack down on valuation discounts. Here’s what it means for your ultrahigh-net-worth clients.
Should advisers barter their services?
The strategy raises tricky tax reporting and regulatory questions.
