Jeff Stimpson

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IRS Changes Could Lead To Crypto Tax Reporting Errors, Edelman Says

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Ric Edelman also warned that bitcoin was never about "trying to help people evade taxes.”

Crypto Tax Reporting Has Clients Confused, Advisors Say

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New rules have stepped up the reporting requirements on smaller transactions, including those involving digital assets.

How Clients Can Handle Big Tax Debt

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The IRS offers a range of options for gradually paying off a large tax debt, advisors say.

Here's What's Raising Red Flags With IRS Auditors In 2024

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These are the tax issues that could result in an audit for wealthy clients, advisors say.

Wealthy Clients Should Say No To Early Tax Filing, Advisors Say

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Advisors say that the complicated forms required of wealthy filers make early filing impractical.

Crypto Tax Reporting Has Clients Confused, Advisors Say

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New rules have stepped up the reporting requirements on smaller transactions, including those involving digital assets.

Supreme Court Weighs Giving Green Light To Wealth Tax

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The court will soon rule on the constitutionality of taxing unrealized gains.

Wealth Taxes Expected To Remain A Hot Topic In 2024

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Wealth taxes continue to be a political hot potato, with proposals being pushed on the national and state levels and the U.S...

Wealth Taxes Expected To Remain A Hot Topic In 2024

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Proposals to hit the rich with more taxes continue to be pursued on the federal and state levels.

Advisors Take Long View As Tax Year Nears End

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Wealthy taxpayers should begin planning for possible tax changes over the next two years, advisors say.

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