Pensions can be used by professionals who want to whittle taxable income to qualify for the deduction.
Many owners of vacation rental properties don't really know what they owe in taxes.
More people want tax and financial planning from the same source, say these advisors.
The deadline passed in September, but clients can still escape serious penalties if they come clean with the IRS.
High-net-worth clients can see tax benefits and other advantages by providing for their heirs with trusts instead of through wills...
HNW clients’ electronic data is especially prized by thieves.
But remember that clients don't get a SALT deduction if they fall into AMT status.
HNW clients hit hard by tax reform may want to move to lower-tax states. Not so fast, say tax experts.
There are still a lot of questions about federal tax reform that advisors need to address.
HNW clients are concerned about losing deductions, but overall tax bills could be lower.
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