FINANCIAL PLANNING/WEALTH MANAGEMENT

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Dimon Says Rich Should Pay More To Fund Low-Income Tax Cuts

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The JPMorgan CEO is among the very wealthy himself, with a net worth of $2.4 billion.

Best Practices: 2024 Income Tax Planning

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Here are ways to help high-net-worth clients navigate the impact of the IRS' changes to income tax brackets.

Yellen Says Biden Would Seek Extension Of Some Trump Tax Cuts

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The Biden administration would seek to retain cuts for those earning less than $400,000, she said.

Surging College Costs Push Students To Vocational Programs

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People are questioning whether four-year degrees are worth it, especially in fields of study that don't lead to high-paying jobs.

He Fled California's Taxes. Now He's Fighting Them In Washington State

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Money manager Brian Heywood is backing efforts to repeal capital gains and carbon taxes in Washington.

What You Can Learn From Nobel Laureates

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Buy low-cost (securities), hold for a long time and avoid paying taxes.

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.

Biden Cancels $5 Billion In Student Debt In Latest Relief Step

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Almost 74,000 student loan borrowers will see debt canceled as a result of the move.

Has Your Firm Outgrown Its Culture?

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A firm's culture is often the deciding factor when it comes to an advisor choosing to make a move.

Sponsored Content: Want Loyal Clients? Do This!

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Offering comprehensive wealth management can greatly improve client loyalty.

Biden's New Student Debt Plan Faces Pressure From Civil Rights, Labor Groups

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Nearly 70 groups are seeking broader relief than the Biden administration's draft plan offers.

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.

Economy Set For Another Cash Boost If Congress Backs Tax Deal

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Congressional negotiators are talking about renewing expired business tax breaks and boosting the child tax credit.

Lessons That Financial-Planning Courses Don't Teach (But Should)

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Veteran advisors talk about the lessons they've learned through years of experience.

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

Better Money Habits Top New Year's Resolutions

by FA Staff

More Americans are adding better financial habits to their 2024 goals, according to an Allianz survey.

IRS To Waive $1 Billion In Penalties For Millions Of Taxpayers

by FA Staff

Relief will be offered to 4.7 million taxpayers who went delinquent at the height of Covid-19.

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.

Millions Of Student Loan Borrowers Still Aren't Making Payments

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About 40% of those with federal debt benefited from leniency measures after the pandemic pause on payments ended in October.

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