by Randy Gardner, J.D., LL.M., CPA, CFP®, and Leslie Daff, J.D.
Although transfer tax changes made by the Tax Cuts and Jobs Act are few, the doubling of the exclusion amount with a sunset will significantly affect estate planning for the next eight years.
The Tax Cuts and Jobs Act (TCJA) impacts numerous tax specializations, including individual, corporate, and international planning. During this program, a panel of tax experts will be ready to answer questions to help planners navigate the complexities of the tax reform. This panel discussion will incorporate November's tax theme of the Journal of Financial Planning.
by Stephen C. Brody, CFP®, ChFC®, RLP®, EdD
Recognizing the leadership role is a major step toward creating better financial planners and more effective and impactful planning engagements.
by John B. Shoven, Ph.D.; Sita Nataraj Slavov, Ph.D; and David A. Wise, Ph.D.
A nationally representative survey gains insight into people’s rationales for their Social Security claiming decisions, satisfaction with those decisions, and how they financed any gap between retirement and claiming.
by Lesley J. Brey, CFP®, CFA, AIF
Historically, financial planning for retirement has focused on accumulation. Less attention has been given to the period after retirement when individuals must manage both the investment and distribution of their accumulated assets.