FINANCIAL PLANNING/WEALTH MANAGEMENT

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Prepare Clients Who Are Pass-Through Investors For IRS Scrutiny, Advisors Say

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The agency is expected to funnel more resources into auditing these tax breaks.

Millionaire Tax Vote Opens Door To New Clash Over Chicago Wealth

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A handful of Illinois politicians are once again eyeing a new tax on the highest earners.

Why 2024 Tax Planning Is So Murky

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It's been a while since so much uncertainty shrouded year-end tax planning.

Watch Out For Taxes When Gambling, Advisors Say

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

Helping Clients With 'The Great Wealth Transfer'

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Advisors have to be proactive to ensure clients seamlessly transition their assets.

Some Advisors Urge Caution On Big Estate Gifts

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Advisors should be discussing estate gifts with clients now while anticipating the sunset of the 2017 tax law.

J.P. Morgan Forges The Future Of Wealth Management

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The team at J.P. Morgan discusses the future requirements for wealth management platforms.

Ending Tax Breaks For Wealthy Fuels Support In Puerto Rico Race

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The pledge has catapulted a long-shot candidate into a first-place tie in the commonwealth's governor's race.

IRS Cracks Down On Conservation Easement Scams

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Clients in partnerships and pass-through entities can sometimes get entangled in these tax dodges, advisors say.

Pointers For Maximizing Clients' 401(k) Contributions

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Clients might skimp on contributing to these retirement plans and not see what they're missing.

Cerulli Notes Benefits Of Branching Out With Advisory Services

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The Boston researcher partnered with Osaic on a paper about the benefits of offering comprehensive wealth management.

IRS Hikes Estate, Gift Tax Exemptions; Boosts Standard Deduction

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The agency also revised federal tax brackets as part of its annual inflation-related adjustments.

Harvard's Embrace Of SAT Showcases New College Admissions Regime

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Standardized tests are back as elite universities rethink how they filter for the world's top students.

Trump Considers No Taxes For Military, Police And Firefighters

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The Republican nominee floated so many tax proposals that his own advisors are unsure which ones he intends to enact if elected.

Advisors Fear 'Great Wealth Transfer' Will Cost Them Clients, Survey Says

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Thirty percent worry they will not retain assets from clients' spouses or children, the Natixis survey found.

Be Cautious Before Moving 529 Funds To A Roth, Advisors Say

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There are limitations on making the switch that clients should consider, advisors say.

Roth Rollover Option Heightens Interest In 529 Plans, Survey Says

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This is the first year that extra money in 529 accounts can be rolled over into a Roth IRA.

Top 529 College-Savings Plans Of 2024

by FA Staff

More than 80 529 plans across the U.S. were evaluated by Saving For College.

Harvard President Garber Says He's Disappointed By Fundraising

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Harvard has been in crisis since the Hamas attack and Israel's subsequent invasion of Gaza.

Trump Promises To Nix Expat Double Taxes, Make Car Loan Interest Deductible

by FA Staff

It's the latest in a series of tax cuts the Republican presidential nominee has floated during the campaign.

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