
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.
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.
A House and Senate conference committee agreed on a final tax bill that is expected to pass this week.
Now that the election is over, many investors are focused on what’s next for policy items.
The presidential candidates on the ballot in November take tax reform and spending policies in much different directions.
For taxpayers that owe alternative minimum tax, here are some planning strategies to consider.