10 Financial Resolutions and Tax Changes to Consider for 2017

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Key Financial Data for 2017

There’s some uncertainty about where tax reform will go in 2017 under the new administration, but the best plan for the moment is to focus on current law. So here is what you need to know about various tax brackets, thresholds, limitations, and exemptions for 2017 as it stands now.

Social Security COLA 0.3% in 2017, Wage Base Rises to $127,200

On Tuesday, the bad news became official: Social Security recipients will be getting a raise of just 0.3% next year. This paltry pay raise may not even cover the increase in next year’s Part B premiums. Here’s how this disconnect will affect your clients.

What to Expect in Health Care for 2017

Health insurance and Medicare Part B premiums will go up in 2017, and recent trends show that employers are turning more to plans with high deductibles. Discover how these rising health care costs can affect your clients and plan for the changes.

Help Clients Manage Their Taxes at Year‑End

Horsesmouth Essential: One of the biggest services you can offer clients and prospects at the end of the year is a discussion of next year’s potential tax bill. Step them through this list of talking points and questions to discover unwanted surprises and available options.