Fewer estates will be subject to the federal estate tax under the new tax law, but estate planning is still important for investors.
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Tax Cuts and Jobs Act
Taxpayers may find some provisions of tax reform more complex as deductions shift significantly under the new law.
Tax reform legislation introduced a new tax deduction for small businesses that are structured as pass-through entities.
Investors are considering which charitable giving strategy to use if they are not itemizing deductions under the new tax law.
The tax rate schedule, recently released by the Internal Revenue Service, includes key tax figures investors will need 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.
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.
Some investors start the new year with resolutions to improve their financial situation, and many include an emergency — or rainy day – fund for unexpected expenses.
A House and Senate conference committee agreed on a final tax bill that is expected to pass this week.
Despite the ongoing tax reform debate and potential for change, there are some key year-end planning considerations and deadlines that remain for 2017.