Tax regulations

Part of the problem stems from how slow regulators have been to define their views of virtual currencies.

Although funded with after tax dollars, what clients owe will be lower than the liability on traditional IRA withdrawals in retirement.

Congress created a juicy new tax break, yet hundreds of thousands of clients still don’t know if they can claim it.

The test will also be modified to account for the new tax law while aiming to plug leaks in the pipeline from college to CFP certification.

Battles will ensue over the Trump tax plan’s treatment of payments to former spouses.

Advisors need to be aware of how the new tax law will affect high-net-worth clients across the country.

Entrepreneurs who suffer continuous losses could find their work classified as a hobby by the IRS.

Geography, occupation and family size will determine whether the bill helps or hurts.

The proposal includes changes in everything from the corporate tax rate to Obamacare.

Who would the changes help — and hurt? Baird’s director of advanced planning weighs in.