Wealth Management Center

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


ADVISOR-ONLY WEBCAST SERIES

View all webcasts and replays

February 7, 2018

Tax reform and strategies for 2018

William D. Cass, CFP®, Director Wealth Management Programs at Putnam
Christopher P. Hennessey, Lawyer, CPA, Member, Putnam Business Advisory Group
Paul M. Drury, CFA, Portfolio Manager

College planning strategies: Engaging children in saving can advance college goals

College planning strategies: Engaging children in saving can advance college goals

Build momentum for college saving before your child enters high school, by engaging children in good savings habits and monitoring your saving strategy.

More »

College planning strategies: It’s never too early to start saving

College planning strategies: It’s never too early to start saving

Considering the many responsibilities competing for family savings, it’s never too early to consider college planning strategies.

More »

Will taxpayers owe more or less in their tax bill next year?

Will taxpayers owe more or less in their tax bill next year?

After the passage of the Tax Cuts and Jobs Act, many taxpayers are wondering how the new law will affect next year’s tax bill.

More »

Consider these ways to use your tax refund

Consider these ways to use your tax refund

With an average tax refund of nearly $3,000 to use this year, many investors may want guidance on how to allocate these assets.

More »

Strategies to maximize the new 20% deduction for small businesses

Strategies to maximize the new 20% deduction for small businesses

Small business owners may consider several strategies to maximize the use of the new 20% deduction introduced by tax reform.

More »

Three ways to try to save on taxes before the filing deadline

Three ways to try to save on taxes before the filing deadline

With the April 17, 2018 tax filing deadline approaching, it’s not too late to consider some strategies that could reduce taxable income.

More »

Home equity loan interest may still be deductible under tax law

Home equity loan interest may still be deductible under tax law

The Internal Revenue Service recently confirmed that home equity loan interest (HELOC) may still be deductible under the new tax reform law.

More »

Impact of tax reform on state taxes is unclear

Impact of tax reform on state taxes is unclear

In addition to limits on deductions, tax reform may have a major impact on states that tie their tax system to some elements of the federal tax system.

More »

Enhanced tax credits may balance lost exemption in tax reform

Enhanced tax credits may balance lost exemption in tax reform

An increase in the child tax credit may help families realize a tax advantage even as the personal exemption is lost.

More »

Tax reform drives change in planning

Tax reform drives change in planning

Individual taxpayers may consider changing their planning strategies due to the shifting tax landscape under the tax reform law.

More »

Companies see significant tax cut in new law

Companies see significant tax cut in new law

Corporations may receive a significant tax cut under the tax reform law, which includes a reduced flat tax rate and new rules around deductions.

More »

Tax reform limits scope of estate tax

Tax reform limits scope of estate tax

Fewer estates will be subject to the federal estate tax under the new tax law, but estate planning is still important for investors.

More »

Deductions shift significantly with tax reform

Deductions shift significantly with tax reform

Taxpayers may find some provisions of tax reform more complex as deductions shift significantly under the new law.

More »

Understanding the new small business tax deduction

Understanding the new small business tax deduction

Tax reform legislation introduced a new tax deduction for small businesses that are structured as pass-through entities.

More »

Charitable giving strategies for the new tax landscape

Charitable giving strategies for the new tax landscape

Investors are considering which charitable giving strategy to use if they are not itemizing deductions under the new tax law.

More »

Key tax figures for 2018

Key tax figures for 2018

The tax rate schedule, recently released by the Internal Revenue Service, includes key tax figures investors will need for financial planning.

More »

Understanding tax reform is critical for financial planning

Understanding tax reform is critical for financial planning

The potential for tax cuts to expire creates a challenge for financial planning and it is critical for investors to understand the new tax reform law.

More »

What is changing in Social Security in 2018?

What is changing in Social Security in 2018?

An increase in inflation is resulting in a cost-of-living increase in Social Security benefits in 2018, as well as adjustments to tax-exempt earning levels.

More »

Saving for a rainy day is a priority for many in 2018

Saving for a rainy day is a priority for many in 2018

Some investors start the new year with resolutions to improve their financial situation, and many include an emergency — or rainy day – fund for unexpected expenses.

More »

Senate and House agree on final tax bill

Senate and House agree on final tax bill

A House and Senate conference committee agreed on a final tax bill that is expected to pass this week.

More »

Three year-end planning reminders for investors

Three year-end planning reminders for investors

Despite the ongoing tax reform debate and potential for change, there are some key year-end planning considerations and deadlines that remain for 2017.

More »

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.

Corporate tax cuts slated for 2018

Corporations will have lower tax rates and new rules for expensing resulting from tax reform.

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.