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.

Clients could face a 100% penalty of taxes owed for filing late.

The agency says its adoption of WebEx will allow for improved outreach with clients in the more rural regions of the country.

Only 3% of households earning under $50,000 a year benefitted from the mortgage interest tax deduction.

The last time the percentage was greater was when the S&P 500 was near its previous peak before the financial crisis.

With smaller paychecks and longer life expectancies than men, one strategy includes moving their IRA assets into a Roth to reap the tax advantages.

Lawmakers are considering scrapping individual deductions, including tax breaks for certain plan contributions.

Claiming the earned income tax and child tax credit may get tougher under Trump’s 2018 budget plan.

A 2014 law lets clients disabled before the age of 26 to save as much as $14,000 annually without facing any tax burden.

Regardless of whether President-elect Trump rolls back the rule, these products are here to stay.

Regardless of whether President-elect Trump rolls back the rule, these products are here to stay.