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.
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.
What we might expect with a Trump administration agenda
Now that the election is over, many investors are focused on what’s next for policy items.
Budgets, taxes, and debt on the ballot in 2016
The presidential candidates on the ballot in November take tax reform and spending policies in much different directions.
Will you be subject to the alternative minimum tax?
For taxpayers that owe alternative minimum tax, here are some planning strategies to consider.