Tax Reform Law Gets Mixed Reviews From Financial Planners

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That includes financial advisors, tax advisors, lawyers, accountants and family members," said Ray Radigan, head of private trust at TD Wealth. Tax reform, meanwhile, is getting mixed reviews from.

That’s substantially lower than the top 35% marginal tax. “financial engineer” who made huge profits even when workers at firms he acquired suffered. A review of Romney’s record by the Los Angeles.

Jordan Waxman is a financial adviser at HSW Advisors at HighTower in New York City. He manages over $2.5 billion in assets. Tax reform is on the minds of individuals and businesses as we enter a.

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Certain statements made today may contain forward-looking statements intended to qualify for the safe harbor from liability established by the Private Securities Litigation Reform Act. Then Don.

Financial planning HD Vest CEO’s quest to convert more tax pros into financial advisors cpas and enrolled agents who added planning services generated an average of $1.7 million in incremental.

But that is where they should have been looking to get a real sense of where the economy was going, not at volatile financial markets. At the moment, these indicators paint a reassuring, or at worst,

It has been dubbed by the U.S. Treasury Secretary as the "biggest tax cut" in history yet the tax plan announced by the Trump Administration this week is receiving both adulation and speculation. Trump tax plan gets mixed reviews

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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The Tax Reform Act of 1986 is a law passed by Congress that reduced the maximum rate on ordinary income and raised the tax rate on long-term capital gains.