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.
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.
Tax reform proposals may limit deductions, loopholes
As discussion around tax changes increases on Capitol Hill, proposals point to a reduction in tax preference items and tax loopholes.
