Expanded estate-tax exemptions make these trusts even more useful for passing wealth to future generations.
The tax law has offset some of the inefficiencies that sometimes made REITs a nonstarter for wealthy clients.
Advisors can save their wealthy clients money by bunching deductions into a single year.
The new tax law has loosened contribution requirements and allowed 529 plan funds to be used for grades K-12.
Here's what you should be reviewing with your clients so that they save the most they can on their 2018 taxes.
IRS audits are scary and painfully slow, and your richer clients are more at risk to be targeted.
Clients who recently lost a spouse should consider how the new tax law will affect their wealth.
The program allows taxpayers to report previously hidden assets to the IRS without facing criminal charges.
The non-grantor trust could become a potent tool in light of Trump's tax reform.
Forming a cooperative to circumvent the limitations on the 20 percent deduction seems no longer valid.
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