Advisors can take steps now so clients can avoid the rude tax hits they suffered this year due to tax reform.
The gig economy has grown far beyond just millennial Uber drivers or people renting out bedrooms.
Tax-loss harvesting and finding bargains in a down market remain viable strategies.
The increase in the standard deduction has enhanced the ability to use DAFs to save on taxes, advisors say.
Nearly 24 million taxpayers could be eligible for qualified business income deductions, the IRS says.
People don’t want surprises when it comes to their tax bills.
Fewer allowable deductions means that some tax filers are getting hit with surprise tax bills.
Municipal bonds can provide ammunition for offsetting capital gains liabilities, especially for wealthy clients.
Some states mirror Trump's tax law, while others set their own exemption amount.
Trump's tax reform is resulting in large reductions in refunds for some taxpayers.
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