Latest Issue Cover
Home » Financial Advisor » FA Online » Channels » FINANCIAL PLANNING/WEALTH MANAGEMENT » Tax Planning & Strategies

Tax Planning & Strategies

1 2 3 4 5 6 7 8   [137]

Voters Love No Tax On Tips, But Split Over $25,000 Housing Help

by

Donald Trump and Kamala Harris have been engaged in an arms race of economic proposals.

Older Clients' Charitable Vehicles Require Extra Tax Planning

by

You should make sure your clients are giving the right way for tax efficiency.

S&P 500 Earnings Hinge On Trump, Harris Tax Plans, Goldman Says

by ,

Goldman strategists estimate that profits could shift 5% to 10% depending on how policies are enacted.

Harris Pushes 28% Capital Gains Tax Rate On $1 Million Earners

by ,

The proposal falls short of the 39.6% rate that President Joe Biden has embraced.

IRS Still Unsure If Audits Are Hitting Those Below $400K Income, Report Says

by

The Biden administration had set $400,000 as the lower limit on stepped-up IRS audits.

Why High-Income Clients Should Halt Pre-Tax 401(k), IRA Contributions

by

Start trimming IRA and other retirement account balances now to use today's historically low tax rates.

Advisors Holistic Planning Promises Going Unfulfilled, Aquilance CEO Says

by

Advisors still are mostly focused on clients' investments, CEO John Carey said.

Backdoor Twists And Mega Turns

by

Despite shifting political winds, Roth IRA conversions currently still offer high-income clients ways to protect retirement money.

Safeguarding Business Assets During Divorce

by

Here are six strategies to help safeguard clients' business assets when marriages come apart.

Income Investors Need Not Fear The Fed

by

Locking in rates now will protect portfolios from any rate drop fallout, advisors say.

Tax-Loss Harvesting In Volatile Market All About Timing, Advisors Say

by

Deciding what and when to sell isn't always easy, they say.

Harris's Unrealized Capital Gains Tax Has Little Chance, Greg Valliere Predicts

by

Even when Democrats controlled both houses of Congress, President Biden's proposals went nowhere.

Market Conditions Bode Well For Munis, Nuveen Says

by

Economic conditions make municipal bonds an attractive investment, Nuveen's Dan Close says.

Clients Must Consider Taxes Before Moving Overseas, Advisors Say

by

Becoming an expat doesn't mean you've escaped the jurisdiction of the IRS, they warn.

Those With Large IRAs Need Roth Conversions Now, Ed Slott Says

by

The expiration of favorable income tax rates at the end of 2025 may clobber clients down the road, he says.

Merrill Unveils Tax-Loss Harvesting Reports

by

The system will generate client reports on how much was saved through the tax management strategy.

Is The Third Time The Charm For Harris And A 45% Capital Gains Tax?

by

Kamala Harris is expected to carry on the Biden administration's push for a higher capital gains levy.

Easier AP Exams Offer College Students A Path To $30,000 Savings

by

The tests give high school students a chance to cut college tuition bills by thousands of dollars.

Vegas Workers Who Live Off Tips Doubt Reality Of Tax-Free Pitches

by ,

Lawmakers from both parties have promised to end taxes on tips, but workers are skeptical.

Harris Proposes 28% Corporate Tax Rate

by

The idea starkly contrasts with her opponent, Donald Trump, who has talked of further lowering the rate.

1 2 3 4 5 6 7 8   [137]