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Tax Planning & Strategies

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New Jersey Tries To Woo Florida-Bound Seniors With Tax Break

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Residents over age 65 and making less than $500,000 will get property-tax breaks under a newly unveiled program.

Volatile Markets A Key Consideration For Midyear Tax Planning

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Advisors also need to weigh possible expirations of certain parts of the Tax Cuts and Jobs Act.

Musk Says Biden's Call For More Taxes On Rich Won't See 'Action'

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"Acting upon that would upset a lot of donors," he said.

Debt-Ceiling Debates Will Continue To Hound Taxpayers, Advisors Say

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The nation's debt means the possibility always exists for tax increases.

Hedge Funds Cash In On Covid-Era Tax Credit With IRS Backlog

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Funds are profiting by financing advances for the employee-retention tax credit.

Advisors Say 'Tax The Rich' Mentality Is Misguided

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Statistics contradict the popular sentiment that the wealthy don't pay enough in taxes, they say.

Rates Return To Reality

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Americans lulled into complacency by low interest rates are now confronting the sharp reversal.

A Tax Hit And A 403(b)

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Marguerita Cheng found herself looking for solutions after this client couple got a big tax hit while trying to pay off their mortgage.

How The New IRS 10-Year Plan May Affect Wealthy Clients

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Advisors say those who earn more than $400,000 per year may need to think carefully about their tax strategies.

IRS Rules Against A Tax Tactic For Irrevocable Grantor Trusts

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Advisors say the ruling could interrupt tactics favored by many tax planners.

Betterment Agrees To Pay $9M To Settle SEC Charges

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The agency said the robo's errors caused clients to lose $4 million in potential tax savings.

Swapping Assets Can Be Tax-Friendly Move For Some Trusts

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IRS rules allow grantors to swap trust assets to attain better tax treatment.

Accounting For Taxes In Special Needs Planning

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ABLE accounts provide the flexibility to access funds as needed, advisors say.

U.S. Budget Surplus For April Plunged 43% On Weakening Tax Revenues

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There was a slide in tax revenues for the month that annual household filings are due.

Beware Marginal Tax Rates And Social Security, Expert Warns Retirees

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Retirees can avoid high marginal tax rates with Roth conversions, said William Reichenstein.

A Look At Midyear IRA And Planning Opportunities

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The 10-year rule, catch-up contributions and other issues await clarification.

How To Prepare Clients Now For Looming Estate Tax Changes

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Financial advisors must prepare for any tax law changes or possibilities that could impact their clients' financial legacy.

Achieving Goals Tops Performance For Female Clients, Planning Execs Say

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Women want advisors who are empathetic and who can help them achieve their life goals, they said.

Property Owners Look To Go Passive

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Savvy financial advisors are positioning themselves to provide intelligent solutions for high-net-worth property owners.

When Does The IRS Start Viewing A ‘Hobby' As A Business?

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Clients who make a mistake on these designations stand a good chance of being audited, advisors say.

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