Advisors warn that it doesn't take a lot of gambling winnings to trigger tax obligations.
Running away from the issue will only make it worse, they say.
You should make sure your clients are giving the right way for tax efficiency.
Deciding what and when to sell isn't always easy, they say.
Becoming an expat doesn't mean you've escaped the jurisdiction of the IRS, they warn.
Roth IRAs are ideal tools for optimizing distributions tax-efficiently, they say.
State tax laws are a hodgepodge of rules that don't always align with IRS codes, advisors warn.
These two areas are in the spotlight with the U.S. tax system on the precipice of possible big changes.
States are in some cases trying to slap a tax on stock sales that happen after a taxpayer leaves.
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