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With a new U.S. President, many expect sweeping tax reform this year. But until that happens, here are the tax rules and changes currently in effect that could impact clients’ retirement contributions, investments, savings, health care expenses, and much more in 2017.
Free-trade agreements have been in the crosshairs for much of the Presidential campaign. But while pro-jobs rhetoric plays well with American crowds, the reality is that protectionist policies will come with painful repercussions.
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.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024, Chicago, IL
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024