Latest Issue Cover
Home » Financial Advisor » FA Online » Channels » FINANCIAL PLANNING/WEALTH MANAGEMENT
College Planning/529 Plans
Estate Planning
Risk Management
Tax Planning & Strategies

FINANCIAL PLANNING/WEALTH MANAGEMENT

[1]  1 2 3 4 5 6 7 8   [84]

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

by

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

What Is A Bad Investment Decision?

by

A good advisor should make clients aware of bad investment decisions.

Is TikTok's Financial Advice Any Good? As An Economist, I Say Yes

by

Personal finance influencers on TikTok have some sound recommendations about managing your money.

NFL Succession Crisis Forces Teams To Let Private Equity In

by , ,

The NFL has formed a special committee to consider ending a block on private-equity funds.

Wealth Management Enterprise New Year's Resolutions

by

Firms should beware of becoming less resolute on these commitments.

Unlocking Financial Independence Advice For Widows

by

Jeremy Raffer of Raffer Wealth Management helps widows navigate one of the immediate challenges of paying their bills.

How Clients Can Handle Big Tax Debt

by

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

Don't Count On A Soft Landing For The Global Economy

by

Recent developments in China, Europe and the United States suggest that the world economy's biggest challenges may lie ahead.

Smarter Ways To Gift And Transfer Carried Interest

by

Heed the power of derivative contracts, but beware of the vertical slice rule.

Harvard Faces New Threat Of State Tax On $51 Billion Endowment

by

Harvard has long been a target for its immense wealth.

How To Capitalize On The Great Wealth Transfer

by ,

Millennials are on track to become the wealthiest generation in history.

Get Ready For Higher RMDs This Year

by

A good year in the markets also means higher required distributions from retirement accounts.

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

by

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

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

by

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

Best Practices: 2024 Income Tax Planning

by

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

by

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

by

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

by

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

What You Can Learn From Nobel Laureates

by

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

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

by

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

[1]  1 2 3 4 5 6 7 8   [84]