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Some of the wealthiest families in the U.S. are hoping for a $21 billion benefit from President-elect Donald Trump next year.
November 30 -
Key best practices in running a PFP practice
November 28 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
November 26 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
November 22 -
In the aftermath of Donald Trumps election, the American Institute of CPAs has drawn up a list of tax reform priorities for the incoming administration.
November 22 -
The prospects for tax reform in an incoming Trump administration with a Republican-dominated Congress appear more likely, but thats assuming Congress will be able to get over its traditional dysfunction.
November 21
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Many times I have provided services that I believed had significant value to the client, but the client complained about the fee. His value centered on how little he would have to pay for it. This is always upsetting, but this poignantly came into focus a few weeks ago.
November 21 -
The appeal and use of donor-advised funds continue to grow among advisors and their clients.
November 18 -
For wealthy Americans, the outcome of the 2016 election could be lucrative.
November 14 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
November 13
