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]

Billionaire Steve Cohen Fights A $10 Million Tax Bill To Derail An IRS Plan

by

The N.Y. Mets owner and investor is fighting an IRS campaign that is targeting hundreds of money managers.

Plan Now For 2026 Tax Law Sunset, Advisors Warn

by

Advisors say it's crucial to plan now for tax law changes that may not happen for several years.

San Francisco Prices Are Sinking, And Property Owners Want A Tax Cut

by

Some of the world's biggest landlords have filed for assessment cuts.

As Student Loan Repayments Restart, Tax Issues Linger, Tax Foundation Says

by

Some borrowers could still face tax obligations if their loans are forgiven, the foundation says.

What To Tell Clients Rattled Over Social Security

by

There are several ways to address clients' fears and steer your conversations down a productive path.

Roth IRAs--The Intriguing Mathematics For High-Wealth Taxpayers

by

The Roth remains one of the best ways to keep the taxman at bay but the mathematics might surprise advisors.

Florida, Texas Top Relocation Spots For High Earners

by FA Staff

While California and New York saw the highest number of outflows of high-earning households, according to SmartAsset.

New Bill Would Levy Social Security Taxes On Wealthy, Pass-Throughs

by

Anyone earning over $400,000 would pay new taxes under legislation introduced in the Senate.

Powerball $1 Billion Winner Hits Jackpot Twice In California

by

California is one of the few states that doesn't tax lottery wins.

High Income New Yorkers Can Save $250,000 Moving To Austin

by

A new study also found big tax savings for those moving from San Francisco and Chicago.

Younger Generations Unprepared For Wealth Transfer, NY Life Says

by

A company survey found inheritors are anxious about the money they're about to get.

IRS Says Crackdown On Wealthy Tax Evaders Is 'Just The Start'

by

The agency already claimed to collect $38 million from 175 delinquent millionaires.

A Playbook To Understand Young Investors' Fears

by

The Playbook team developed a platform and app that educate users on building wealth.

Goldman Sachs Asset Management Adds Energy Infrastructure ETF

by FA Staff

The fund corresponds to the Solactive Energy Infrastructure Enhanced Index.

Hightower Acquires Tax Service Firm

by FA Staff

GMS Surgent will provide Hightower high-net-worth and business clients with tax advice.

How To Balance Retirement Income And Taxes

by

The timing of retirement withdrawals can have a big impact on taxes, advisors say.

Options For Addressing Risk In A Concentrated Portfolio

by

Listed derivatives can help mitigate both idiosyncratic and market risks while avoiding tax friction.

Clients Shouldn't Rush Into Investing Windfalls, Advisors Say

by

The best thing for clients to do after receiving a big influx of cash is to be patient.

Florida, Texas See Tax Revenue Grow While California, New York Post Declines

by ,

California and New York also saw their populations shrink last year.

Why U.S. Taxes Must Increase

by

Corporate and personal income taxes remain near their lowest statutory rates in decades.

[1]  1 2 3 4 5 6 7 8   [133]