In an election year ... insurance products and keeping informed about tax law proposals, individuals can ensure that their estate planning strategies are robust and adaptable.

Between the federal election and potential tax law changes ... than likely going to be focusing on one or more estate tax mitigation strategies, usually involving making gifts to individuals ...

Trump winning the presidential election, Retirement Daily ... and the expected tax brackets of beneficiaries. This strategy may also help mitigate the “widow’s penalty,” where a surviving ...

“For business owners, year-end depreciation planning may also be a helpful strategy to explore ... Security If Kamala Harris Wins the Election Tax Planning Moves To Consider Making Post ...

This election season has also seen the specter ... The model is called the “Disciplined Equity Tax Managed Strategies,” and includes three portfolios divided by equity cap sizes: an all ...

This pre-election analysis from ML Strategies explores some of the key tax policy proposals put forth by former President Donald Trump and Vice President Kamala Harris as they seek the presidency ...

we think that with few exceptions those who dumped their stocks in preparation or response to an election would have missed out on some healthy returns, while enduring the tax consequences and ...

The GOP bill includes a much higher levy on schools’ endowment income, potentially spurring a big shift in where billions of ...