Latest Issue Cover
Home » Financial Advisor » FA Online » Channels » FINANCIAL PLANNING/WEALTH MANAGEMENT » Tax Planning & Strategies

Tax Planning & Strategies

1 2 3 4 5 6 7 8   [133]

Why Tax Planning Should Be A Year-Round Priority For Advisors

by

Outsourcing tax management can enable advisors to apply tax management strategies across all their clients' taxable accounts throughout the year.

Using Life Insurance To Address Anticipated Rise In Estate Taxes

by

Life insurance can be useful for dealing with expiring TCJA provisions, advisors say.

Tech Millionaires Chase Billionaire Tax Shields With ‘Swap Fund'

by

A new startup is offering a tax avoidance tool favored by the super-rich to moderately wealthy techies.

Homeowners See Biggest Property Tax Rise in Five Years

by

The highest effective property tax rates in 2023 were Illinois, New Jersey, Connecticut, New York and Nebraska.

Now's The Time To Use The 529 Tax Break For Roth IRA Rollovers, Advisors Say

by

Starting this year, the SECURE 2.0 Act allows unused 529 plan funds to be rolled over into Roth IRAs without taxes or penalties.

NYC's Delinquent Property Taxes Soar Without Incentive To Pay

by

The city is facing an estimated $880 million in unpaid taxes this year.

Tax The Rich Is Actually A Popular Bipartisan Stance, Poll Shows

by

The strong support for more taxes on billionaires shows up across party lines.

Is Organic Growth Over In Wealth Management?

by

Advisors can earn the business of other advisors' clients by helping them transition into retirement.

Death Of A Client's Spouse Can Trigger Tax Changes Beyond Filing Status

by

It's important to assess the tax implications when a client's spouse passes away, advisors say.

Remote Workers Should Be Wary Of Double Income-Tax Hit

by

States vary greatly on when they trigger income taxes on out-of-state workers.

More Americans Abroad Are Eager To Drop Citizenship On Lowered Fees

by

U.S. citizens living outside the country are preparing to officially cut ties after grappling with stricter IRS rules.

High State Income Taxes Prompt Tax Flight, State Shortfalls, Researchers Say

by

Ten new state wealth tax proposals are pending, as research finds the rich are leaving high-tax states.

High Rates And A Hot Market Make Tax Returns Trickier

by

Taxpayers may encounter a host of surprises when they file income taxes this year, and next.

Families Are Not Talking About Inheritance, New Study Finds

by

Edward Jones says that even with a looming wealth transfer, families are skittish to discuss inheritances.

Capital Gains Hikes At Center Of Biden's Second-Term Tax Agenda

by

Biden is seeking higher levies on large businesses and investors.

Now's The Time To Use 529 Tax Break For Roth IRA Rollovers, Advisors Say

by

Starting this year, SECURE 2.0 allows unused 529 plan funds to be rolled over into Roth IRAs without taxes or penalties.

Billionaire, Corporate Tax Hikes Will Be Focus Of Biden State Of The Union

by ,

The president wants to boost the tax rate for major companies from 15% to 21%.

Chicago Mayor's ‘Mansion Tax' Back On Ballot After Court Ruling

by

The measure would increase taxes on real estate transactions of $1 million or more.

Mark Casady Joins Foundation Source Board Of Directors

by FA Staff

Casady has been a leader in fintech and philanthropy for four decades.

Saving Social Security Will Take More Than Taxing Rich, Tax Foundation Says

by

A proposal to hike Social Security taxes on the wealthy would hurt the economy and lower wages, the foundation says.

1 2 3 4 5 6 7 8   [133]