The new tax law has loosened contribution requirements and allowed 529 plan funds to be used for grades K-12.
Here's what you should be reviewing with your clients so that they save the most they can on their 2018 taxes.
IRS audits are scary and painfully slow, and your richer clients are more at risk to be targeted.
Clients who recently lost a spouse should consider how the new tax law will affect their wealth.
The program allows taxpayers to report previously hidden assets to the IRS without facing criminal charges.
The non-grantor trust could become a potent tool in light of Trump's tax reform.
Forming a cooperative to circumvent the limitations on the 20 percent deduction seems no longer valid.
The happy balance your clients are used to on their paycheck withholdings may be upset by Trump's tax reform.
The IRS recently said transactions are taxable. Your wealthy clients who aren't reporting gains are at risk.
Clients will find it harder to use home equity to pay for their kids' college, buy second homes or start businesses.
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