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Replacing corporate income tax; multigenerational challenge; new blog on the block; and other highlights from our favorite tax bloggers.
March 4 -
Financial advisors and their clients will need to prepare for many possible outcomes by focusing on the key themes around these eight TCJA policy issues.
March 4 -
President Trump and his Republican allies in Congress aim to extend the expiring provisions of the Tax Cuts and Jobs Act. But they'll need to fill in a lot of details first.
March 4 -
For wealthy and ultrahigh net worth clients, the advantages often prove very attractive. But the policies carry some sophisticated planning challenges and a high cost.
March 3 -
The House Ways and Means Committee passed a set of bipartisan bills aimed at improving tax filing and administration at the Internal Revenue Service.
February 14 -
Tariffs' effects; the right CMS; new blog on the block; and other highlights from our favorite tax bloggers.
February 11 -
Next year is set to become one of the most significant in modern history when it comes to shaping the tax and financial planning environment.
December 19UHY -
The tax advantages and a degree of flexibility have added to the appeal of spousal lifetime access trusts. But they aren't a fit for everyone.
December 2 -
A new study shows how the estate planning work of financial advisors carries a direct connection to reducing disparities over time.
November 21 -
Projected brackets; the remote debate; relief and refunds; and other highlights from our favorite tax bloggers.
September 17