Understanding the new small business tax deduction
Tax reform legislation introduced a new tax deduction for small businesses that are structured as pass-through entities.
Putnam Wealth Management
Preserving and sustaining wealth for the future
Clients need help with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement. Financial-planning experts Bill Cass and Chris Hennessey weigh in each week with a range of insights, tips, and legislative updates.
Posts from category: 2
Charitable giving strategies for the new tax landscape
Investors are considering which charitable giving strategy to use if they are not itemizing deductions under the new tax law.
Key tax figures for 2018
The tax rate schedule, recently released by the Internal Revenue Service, includes key tax figures investors will need for financial planning.
Understanding tax reform is critical for financial planning
The potential for tax cuts to expire creates a challenge for financial planning and it is critical for investors to understand the new tax reform law.
What is changing in Social Security in 2018?
An increase in inflation is resulting in a cost-of-living increase in Social Security benefits in 2018, as well as adjustments to tax-exempt earning levels.
Senate and House agree on final tax bill
A House and Senate conference committee agreed on a final tax bill that is expected to pass this week.
Three year-end planning reminders for investors
Despite the ongoing tax reform debate and potential for change, there are some key year-end planning considerations and deadlines that remain for 2017.
Tax reform clears another hurdle
A House-Senate conference committee will need to iron out the differences following Senate passage of a tax reform bill that differs from the House version.
Potential changes to deductions make tax planning critical
The current tax reform debate in Washington makes tax planning critical as year end approaches.
Senate tax plan reveals big differences from House proposal
The Senate revealed its tax plan last week, which differs significantly from the House version.