Tax regulations

Changes to the law meant some taxpayers needed to adjust their withholding. Many were confused about how to do so.

The impact of the 35-day partial government shutdown could delay the process this year.

Clients intending to set up a bank account or mutual fund for their child must consider various provisions.

Some of the changes to rental property rules may be confusing for clients.

Each has its own requirements pertaining to tax withholding, clawback rules and filing deadlines.

Clients are willing to pay more for tax advice, but they’re still not getting it.

Some unresolved issues haven’t received as much attention as those related to federal securities laws.

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.