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

Tax Planning & Strategies

[1]  1 2 3 4 5 6 7 8   [133]

This Tax Season Is Riddled With Complications, Advisors Say

by

Advisors say this is one of the more confusing tax seasons they've had to contend with.

Jeff Bezos Reaps Florida Tax Benefit With $4 Billion Amazon Share Sale

by

Leaving the state of Washington state could have saved Bezos $288 million in taxes.

Californians Are Dreaming Of Lower Taxes

by

Recent research suggests that higher rates are driving many high earners out of the state.

IRS Changes Could Lead To Crypto Tax Reporting Errors, Edelman Says

by

Ric Edelman also warned that bitcoin was never about "trying to help people evade taxes.”

New Bill To Raise Social Security Payroll Tax Cap, Eliminate Taxes On Benefits

by

The Social Security Administration said the bill would keep the program solvent through 2054.

How Clients Can Handle Big Tax Debt

by

The IRS offers a range of options for gradually paying off a large tax debt, advisors say.

Smarter Ways To Gift And Transfer Carried Interest

by

Heed the power of derivative contracts, but beware of the vertical slice rule.

Harvard Faces New Threat Of State Tax On $51 Billion Endowment

by

Harvard has long been a target for its immense wealth.

Speaker Johnson To Allow Vote On Business, Child Tax Breaks

by , ,

Some breaks include tax child tax credits. Others could boost the stocks of some companies.

Here's What's Raising Red Flags With IRS Auditors In 2024

by

These are the tax issues that could result in an audit for wealthy clients, advisors say.

Dimon Says Rich Should Pay More To Fund Low-Income Tax Cuts

by

The JPMorgan CEO is among the very wealthy himself, with a net worth of $2.4 billion.

Best Practices: 2024 Income Tax Planning

by

Here are ways to help high-net-worth clients navigate the impact of the IRS' changes to income tax brackets.

Yellen Says Biden Would Seek Extension Of Some Trump Tax Cuts

by

The Biden administration would seek to retain cuts for those earning less than $400,000, she said.

He Fled California's Taxes. Now He's Fighting Them In Washington State

by

Money manager Brian Heywood is backing efforts to repeal capital gains and carbon taxes in Washington.

What You Can Learn From Nobel Laureates

by

Buy low-cost (securities), hold for a long time and avoid paying taxes.

Wealthy Clients Should Say No To Early Tax Filing, Advisors Say

by

Advisors say that the complicated forms required of wealthy filers make early filing impractical.

U.S. Business, Child Tax-Break Bill Faces Hurdles In Congress

by , ,

A bill with corporate tax breaks and a child tax credit is still being haggled over.

Crypto Tax Reporting Has Clients Confused, Advisors Say

by

New rules have stepped up the reporting requirements on smaller transactions, including those involving digital assets.

Economy Set For Another Cash Boost If Congress Backs Tax Deal

by

Congressional negotiators are talking about renewing expired business tax breaks and boosting the child tax credit.

3 Firms With $2.1B AUM Combine To Found Diversify Wealth Management

by FA Staff

Its first three acquisitions each have unique specialties to bring to Diversify Wealth Management.

[1]  1 2 3 4 5 6 7 8   [133]