Tax Reform Law Gets Mixed Reviews From Financial Planners

The American Taxpayer Relief Act of 2012 (ATRA) and Net Investment Income Tax (NIIT) have added more complexity to planning given that you now have to navigate through a multi-layer tax system in conjunction with running multi-year scenarios to gain a clear picture of the tax landscape in order to advise your clients on virtually all of their personal financial planning decisions. CPA financial planners now have an unprecedented opportunity to demonstrate their value to clients by providing.

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In March, Fidelity and Ernst & Young came together to deliver a webcast that looked at the tax changes and individual tax planning strategies. One take away: It may make sense to review your mortgage, retirement savings strategies, and other tax-related decisions in light of the new rules.

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Last year, Congress enacted the first overhaul of the U.S tax code in more than 30 years. Unfortunately, the new law disadvantaged investors,

More Californians Could Afford to Buy a Home in Early 2019 You really can’t afford to buy.. You don’t want to buy a more modest home and have your kid coming back to you when they are 25 saying "I never succeeded in college or life because you bought a crap shack in Highland Park instead of Santa Monica just because you wanted to be near a.

(The surtax was enacted to pay for some of the costs of the health-care reform law.) Withdrawals from. And don’t overlook any tax liabilities from previous conversions, says Greg Womack, a.

Americans Kept Borrowing in First Quarter as New Mortgages Eased Total U.S. household debt rose 0.9% from the prior quarter to $13. Americans Kept Borrowing in First Quarter as New Mortgages Eased Bloomberg the Company & Its Products The Quint

Most estate planners have law, accounting, and/or finance degrees and certifications and for good reason. estate planning is a complicated maze of federal and state laws, IRS rulings, and judicial.

Please remember that management’s prepared remarks and answers to your questions may contain forward-looking statements as defined in the Private Securities Litigation Reform Act. were a mixed bag.

As the year winds down, Congress has been feverishly working to pass its final tax bill, the "Tax Cut and Jobs Act." With the passage of the bill in both the House and Senate this week, the signing of the bill by the President will enact into law the most significant reform of the individual and corporate tax structures since 1986.