Jeff Stimpson

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Advisors Can Help Clients With Deductions As States Wrangle With SALT

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Various tax strategies can help make up for lost state and local tax deductions.

Reform May Ease Sting Of The Alternative Minimum Tax

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Your wealthy clients may know the name of the AMT, but not its impact or how it’s about to change.

Tax Law Brings Big Tax Changes For Alimony Payers

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Soon the deduction for alimony will be gone. What can clients do to mitigate the loss?

HNW Clients Will Get $50,000 Average Tax Cut, Report Says

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Clients in the top 1 percent will benefit most from GOP tax reform, but they still have to watch for pitfalls, advisors say.

HNW Clients Need Your Help Now To Find A Tax Preparer

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Some accountants won't be on top of the biggest tax changes since 1986.

Best Tax Strategies For Early 2018

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Wealthy clients need to think hard about tax strategies in this first, unusual year of tax reform.

Making The Most Of The Property Tax Deduction

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People in high tax states may have effective tax rates in 2018 higher than 2017, says a CPA.

Year-End Tax Planning Under Trump's Tax Reform

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Advisors need to tweak their tax planning strategies now that GOP tax reform is close to being approved.

Tax Reform Changes Deduction Strategies For HNW Clients

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The GOP tax bills will force advisors to rethink their planning for high-net-worth clients.

Think Shorter-Term For HNW Clients’ Tax Planning

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Accountants help answer your clients’ key question: How far ahead should I plan?

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