Jeff Stimpson

[1]  1 2 3 4 5 6 7 8   [41]

IRS Rules Against A Tax Tactic For Irrevocable Grantor Trusts

by

Advisors say the ruling could interrupt tactics favored by many tax planners.

When Does The IRS Start Viewing A ‘Hobby' As A Business?

by

Clients who make a mistake on these designations stand a good chance of being audited, advisors say.

How Wealthy Clients Can Address Income-Based Phaseouts

by

Advisors say there are ways to deal with the penalties endured by wealthy taxpayers.

IRS Warns Of Tax Scams That Target Wealthy

by

Some of the schemes involve charitable remainder annuity trusts.

How The New IRS 10-Year Plan May Affect Wealthy Clients

by

Advisors say those who earn more than $400,000 per year may need to think carefully about their tax strategies.

Wealthy Clients Better Plan For Election-Time Changes To TCJA

by

Many provisions are set to expire at the end of 2025, and their extension may depend on the 2024 elections.

Wealthy Clients Had Better Plan For Changes To 2017 Tax Law

by

Taxes will figure big in 2024, a major election year – and the year before the potential sunset of some provisions of the Tax Cuts and Jobs Act (TCJA) at the end of 2025...

How Wealthy Clients Can Address Income-Based Phaseouts

by

Advisors say there are ways to deal with the penalties endured by wealthy taxpayers.

Why Advisors Should Practice Tax-Loss Harvesting All Year

by

Strategic loss-harvesting throughout the year gives investors more flexibility, advisors say.

Avoiding Retirement Withdrawal Taxes Can Be Tricky, Advisors Say

by

Moving to a tax friendly state is a valid option, but proving state residence is sometimes complicated.

[1]  1 2 3 4 5 6 7 8   [41]