Five questions to ask your estate planning attorney about the new tax law
Estate planning remains important for investors despite changes under the new tax law.
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.
Ten questions to ask your CPA about the new tax law
The new tax law could have a significant impact on how individuals and small businesses file income taxes and make tax planning decisions.
Will taxpayers pay more or less under the new kiddie tax rules?
Families with assets in custodial accounts for minors are wondering how the new tax law will impact those accounts, as changes were made to the kiddie tax.
Home equity loan interest may still be deductible under tax law
The Internal Revenue Service recently confirmed that home equity loan interest (HELOC) may still be deductible under the new tax reform law.
Enhanced tax credits may balance lost exemption in tax reform
An increase in the child tax credit may help families realize a tax advantage even as the personal exemption is lost.