Jeff Stimpson

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How To Use Muni Bonds For Tax-Loss Harvesting

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Municipal bonds can provide ammunition for offsetting capital gains liabilities, especially for wealthy clients.

State Personal Exemptions Vary Widely After Trump Tax Reform

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Some states mirror Trump's tax law, while others set their own exemption amount.

What To Tell Clients Who Get Smaller Refunds

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Trump's tax reform is resulting in large reductions in refunds for some taxpayers.

All Levels Of Upper Wealth Feeling Acute SALT Cap Pain

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Accountants say everyone from the upper middle class to the super rich are feeling the SALT cap pinch.

How Tax Reform Is Hitting The Wealthy

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Tax preparation for the wealthy has not been made easier by tax reform.

Helping Wealthy Clients Defer Taxes On Stock Options

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Holders of stock options can be hit with a tax bill for just holding a piece of paper.

Nuances Of Pass-Through Guidance Can Help Reduce Wealthy Clients’ Taxes

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The ability of a new pass through deduction business owners to cut tax bills hinges on a handful of definitions.

Last-Minute Tax Moves For Wealthy Clients

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April 15 will be here before you know it.

How To Get An Early Start On Tax Savings

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Now is the time for advisors to get their clients prepared for their 2019 tax filings.

How Wealthy Clients Can Head Off A Surprise Tax Bill

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Tax reform and the government shutdown have put the U.S. tax system under stress, but clients can be protected.

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