Jeff Stimpson

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2018 Tax Planning Should Begin Now For Your HNW Clients

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Here's what you should be reviewing with your clients so that they save the most they can on their 2018 taxes.

Red Flags That Can Trigger An IRS Audit Of Client Tax Returns

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IRS audits are scary and painfully slow, and your richer clients are more at risk to be targeted.

Post Tax Act Planning Key For HNW Clients After A Spouse’s Death

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Clients who recently lost a spouse should consider how the new tax law will affect their wealth.

Amnesty Period For Wealthy Clients' Offshore Assets Running Out Soon

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The program allows taxpayers to report previously hidden assets to the IRS without facing criminal charges.

The Right Trust Can Yield Tax Advantages For Wealthy Clients

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The non-grantor trust could become a potent tool in light of Trump's tax reform.

A Tax Reform Loophole May Soon Shut For Clients' Pass-Throughs

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Forming a cooperative to circumvent the limitations on the 20 percent deduction seems no longer valid.

Tax Reform May Force Your Wealthy Clients To Change Withholding Amounts

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The happy balance your clients are used to on their paycheck withholdings may be upset by Trump's tax reform.

Speculative Cryptocurrencies Are Now Tax Risks, Too

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The IRS recently said transactions are taxable. Your wealthy clients who aren't reporting gains are at risk.

New Tax Law: Harder To Use Home Equity For Repairs, College, Businesses

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Clients will find it harder to use home equity to pay for their kids' college, buy second homes or start businesses.

Wealthy Clients Can't Pay Their Taxes? Here's What To Do

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The IRS grants some flexibility for even rich people who have trouble paying up before the tax deadline.

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