Tax strategies

Whether the law changes next year or in 2025, wealthy clients can save by using the generous provisions now.

Tax policy for the next two years, and therefore tax planning strategies, may be determined in Georgia early next year.

The president-elect's pledge to repeal President Trump‘s tax cuts as soon as he is inaugurated may be stymied for the foreseeable future.

With a divided government, some proposals are bound to change as part of the give-and-take of the legislative process, writes Skip Schweiss.

Regardless of who wins the White House, the scope for tax legislation in the near term will be limited.

With vast numbers of clients working outside the office, practitioners are advising care.

What different outcomes could mean for financial planners and their clients.

With a strong Democratic presidential contender, the risk of both estate and gift hikes beginning as early as 2021 is palpable.

Fees among the leaders range from as little as two basis points to as high as 125 basis points.

Many taxpayers want to pay less themselves — but want others to pay more.