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.
Land designated with a conservation easement, including preserving open space, can offer tax advantages to a property owner.
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There are several reasons why parents decide to liquidate a custodial account and use the assets to fund a 529 college savings plan.
A so-called defective trust may help business owners transfer wealth to other family members during their lifetime in a tax efficient manner.
A new report found that the cost of Social Security is projected to exceed its income in 2020 and the trust funds are projected to be depleted in...
Now that the first tax season under tax reform is in the books, what are some tax planning considerations for the rest of the year.
Under tax reform, the federal estate tax applies to fewer estates, yet more than a dozen states have estate or inheritance taxes.
Changes to retirement accounts could be on the horizon as Congress considers legislation to enhance 401(k) plans and other retirement accounts.
For investors preparing for retirement, it may be more difficult to distribute retirement income than to accumulate.
Small businesses and freelance workers seeking a retirement savings strategy may consider the advantages of a SEP IRA.
Under tax reform, taxpayers can still act on Roth conversions, but the option to recharacterize - or undo the conversion - is no longer available.
