Jeff Stimpson

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As Gambling Activity Explodes, Advisors Caution Against Ignoring Taxes

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Advisors warn that it doesn't take a lot of gambling winnings to trigger tax obligations.

Wealthy Non-Filers Should Come Clean As IRS Targets Them, Advisors Say

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Running away from the issue will only make it worse, they say.

Older Clients' Charitable Vehicles Require Extra Tax Planning

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You should make sure your clients are giving the right way for tax efficiency.

Tax-Loss Harvesting In Volatile Market All About Timing, Advisors Say

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Deciding what and when to sell isn't always easy, they say.

Clients Must Consider Taxes Before Moving Overseas, Advisors Say

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Becoming an expat doesn't mean you've escaped the jurisdiction of the IRS, they warn.

Using Roths For Older Clients Demands Deft Touch, Advisors Say

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Roth IRAs are ideal tools for optimizing distributions tax-efficiently, they say.

Navigating The Jumbled World Of State Taxation

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State tax laws are a hodgepodge of rules that don't always align with IRS codes, advisors warn.

Tax-Loss Harvesting In Volatile Market All About Timing, Advisors Say

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Deciding what and when to sell isn't always easy, they say.

Gifting, Income Levels Biggest Tax Concerns For Wealthy, Advisors Say

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These two areas are in the spotlight with the U.S. tax system on the precipice of possible big changes.

States Stepping Up Efforts To Tax Former Residents, Advisors Say

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States are in some cases trying to slap a tax on stock sales that happen after a taxpayer leaves.

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