Wealth Management Center

Preserving and enhancing wealth for the future with financial-planning experts Bill Cass and Chris Hennessey


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February 14, 2019

Planning ideas for tax season

Bill Cass, CFP®, Director Wealth Management Programs at Putnam
Chris Hennessey, Lawyer and CPA, Putnam Business Advisory Group

Estate planning considerations before the law sunsets

Estate planning considerations before the law sunsets

Estate planning remains an important part of financial planning and here are some considerations before the estate tax law sunsets.

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Optimize the pass-through business tax deduction

Optimize the pass-through business tax deduction

Small business owners may want to consult with an advisor or tax expert to review the pass-through business tax deduction introduced by tax reform.

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A new perspective on tax deductions

A new perspective on tax deductions

Many popular tax deductions were limited or eliminated under tax reform and investors may want to consider strategies to mitigate the impact.

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Small-business deduction rules finalized

Small-business deduction rules finalized

The Treasury and Internal Revenue service recently finalized the rules for claiming the small business deduction, introduced by the Tax Cuts and Jobs Act.

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The 1040 tax filing this year can reveal opportunities for planning

The 1040 tax filing this year can reveal opportunities for planning

This is the first year of tax filing since tax reform and some taxpayers may find their 1040 filing indicates opportunities for planning.

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Form 1040 gets an overhaul under tax reform

Form 1040 gets an overhaul under tax reform

Tax reform resulted in broad-based changes to the tax code as well as changes to the Form 1040 and other tax forms.

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Will individuals pay more or less taxes for 2018?

Will individuals pay more or less taxes for 2018?

Taxpayers will be calculating taxes under the new tax law for the first time for 2018 and learning whether they will owe more or less taxes this year.

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Strategies to manage the repeal of the advisory fee deduction

Strategies to manage the repeal of the advisory fee deduction

The repeal of miscellaneous deductions, including the advisory fee deduction, may have an impact on some taxpayers’ filings.

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Cost-of-living increase among changes to Social Security in 2019

Cost-of-living increase among changes to Social Security in 2019

For investors preparing for or in retirement, two key changes to Social Security, including a cost-of-living increase take effect this year.

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Key tax figures for 2019

Key tax figures for 2019

A first step for investors in tax planning for the coming year is to determine their tax bracket and highlights of key tax figures can be helpful guide.

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Two provisions under the TCJA will change for 2019

Two provisions under the TCJA will change for 2019

While most of the new provisions of the TCJA went into effect in January there are additional tax code changes that will take effect at year end.

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Tax reform enhances college savings plans

Tax reform enhances college savings plans

The Tax Cuts and Jobs Act resulted in the largest overhaul to the tax system in 30 years, including some key changes to 529 college savings plans.

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Charitable IRA rollovers may gain traction under tax reform

Charitable IRA rollovers may gain traction under tax reform

With new limits on itemized deductions set by tax reform, senior investors may consider using a charitable IRA rollover provision to donate to charity.

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Five estate planning considerations for year-end

Five estate planning considerations for year-end

Estate planning remains critical as investors seek to manage the distribution of assets as well as meet any state tax requirements.

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Year-end considerations for smart income-tax planning

Year-end considerations for smart income-tax planning

The tax reform law created a new tax landscape that could have a significant impact on year-end income-tax planning.

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Three retirement planning topics for year-end meetings with investors

Three retirement planning topics for year-end meetings with investors

As year-end nears, retirement planning becomes a focus for investors, especially retirees who have year-end deadlines for retirement income distributions.

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Tax law creates benefits for taxpayers to invest in Opportunity Zones

Tax law creates benefits for taxpayers to invest in Opportunity Zones

Tax reform has created an opportunity for investors to defer taxes on capital gains if they invest in so-called “Opportunity Zones”

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Gift while living or transfer assets to heirs at death?

Gift while living or transfer assets to heirs at death?

Individuals can choose to make a gift while they are living, or include it in their estate plan for distribution upon death.

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Rules for NOLs change under tax reform

Rules for NOLs change under tax reform

Business owners may want to review their tax filing strategies as tax reform made some significant changes to the rules for managing net operating losses (NOLs).

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What is down the road for tax reform?

What is down the road for tax reform?

A new tax reform package recently passed the House, but its future in the Senate is uncertain.

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Investors should consider umbrella coverage when crafting a financial plan

Investors should consider umbrella coverage when crafting a financial plan

Investors may overlook a serious risk to their net worth — creditor risk — and as a result not carry excess coverage such as umbrella insurance.

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Tax season planning under the TCJA

A new perspective on tax deductions

Optimize the small-business tax deduction

Estate planning considerations before the law sunsets

New strategies emerge for Roth conversions

Tax rates lowered, deductions limited in tax law

The tax reform law lowers tax rates and imposes new limits on many deductions.

Many deductions changed in new tax law

The standard deduction doubles while some popular tax deductions are limited or eliminated by tax reform.

Estate planning remains vital

Despite higher exclusion levels for federal estate taxes, estate planning remains vital for taxpayers.

Tax reform creates new deduction for small businesses

Understanding the new 20% deduction for business income is key for small business owners.

New tax law influences individual planning

Individuals may consider various strategies for charitable giving and financial planning in the new tax environment.

$30T in wealth transfer creates opportunity

Advisors may consider expanding their value proposition and professional network to grow their business.

Top strategies for advisors when heirs inherit wealth

Learning about an investor's family can help advisors connect with the next generation.

Social strategies for meeting the next generation

Start with social media and expand to social events to reach out to the next generation of clients.

Use family meetings for more effective wealth transfer

Hosting a family meeting can help investors and their children focus on values, planning issues, and philanthropy.

College savings plans offer tax advantages

Explore tax-advantaged savings when planning for college.

Chris Hennessey is Professor Emeritus of Law at the Babson College School of Executive Education and member of the Putnam Investments Business Advisory Group. His opinions do not necessarily reflect those of Putnam Investments.