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Tax Planning & Strategies

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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.

U.S. Seeks Dismissal Of Ken Griffin Lawsuit Over IRS Data Breach

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The billionaire said the agency failed to protect his confidential financial information.

Gundlach Says IRS Agent Visited His Tampa Office Unannounced

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The agent showed up for “no legitimate reason,” Gundlach said in a tweet late Tuesday.

Similarities Between Roth IRAs And Non-Dividend Paying Stocks

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Tax-wise, fewer or no dividends benefits the shareholders, who minimize or avoid the immediate taxable income.

Former Advisor Gets Six Months For Not Reporting Firms' Sale, Evading Taxes

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Thomas Pacilio, 64, of Westport, Conn., pleaded guilty to filing a false tax return.

Random Walk's Malkiel: Tax-Loss Harvesting Enhances Index Investing

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The author of "A Random Walk Down Wall Street," is a believer in the power of tax-loss harvesting.

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.

Minding Your 'P's': How To Evaluate A Direct Index Provider

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Direct indexing strategies present unique evaluation challenges relative to other types of investment strategies.

IRS Info Tech Found To Be Out Of Date By Decades

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A new audit found some tax collection and refund systems run on code no longer taught in colleges.

Tax Day Cash Will Indicate Just How Close The U.S. Is To Default

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Tax collections will play a big role in the upcoming debt ceiling debate.

How 2022 Became A Record Year For U.S. Income Taxes

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The main reason tax receipts rose so high over the past couple of years is that asset prices rose so much.

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