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For example, taxpayers should not panic about the new cap on state and local tax deductions.
December 31 -
Helping clients understand casualty loss rules following an unexpected tragedy.
December 28Baird Private Wealth Management -
Financial planners don’t have to be attorneys to help clients avoid high cost oversights
December 24 -
They are advised to take the mandatory distribution days before the deadline to ensure that they get their withdrawal processed in time.
December 21 -
Year-end tax planning may be at the root of the combined $1.8 billion in outflows, an expert says.
December 20 -
The biggest QCD question is whether it will be effective for a check not cashed by year’s end?
December 18 -
The average woman will work 12 fewer years than a man, according to one expert. There’s a “slew of issues” around this topic.
December 18 -
The Trump tax cut may have changed the calculus for some couples filing joint returns.
December 18 -
The following tips may help clients minimize their liability.
December 14 -
After Dec. 31, spouses responsible for paying alimony won’t get a tax deduction, due to a change under the Tax Cuts and Jobs Act.
December 11