Tax Planning & Strategies

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T-Bills Without Tax Bills? This Fund Says It Cracked The Code

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A Marine Corps veteran with a finance Ph.D. has come up with a new way to avoid taxes.

Senator Wants Legislation To Curb Private Placement Life Insurance

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The chairman of the Finance Committee says the policies aid tax avoidance.

This Tax Season Is Riddled With Complications, Advisors Say

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Advisors say this is one of the more confusing tax seasons they've had to contend with.

Jeff Bezos Reaps Florida Tax Benefit With $4 Billion Amazon Share Sale

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Leaving the state of Washington state could have saved Bezos $288 million in taxes.

Californians Are Dreaming Of Lower Taxes

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Recent research suggests that higher rates are driving many high earners out of the state.

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

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

New Bill To Raise Social Security Payroll Tax Cap, Eliminate Taxes On Benefits

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The Social Security Administration said the bill would keep the program solvent through 2054.

How Clients Can Handle Big Tax Debt

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

Smarter Ways To Gift And Transfer Carried Interest

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

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

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Harvard has long been a target for its immense wealth.

Speaker Johnson To Allow Vote On Business, Child Tax Breaks

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Some breaks include tax child tax credits. Others could boost the stocks of some companies.

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

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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

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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.

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.

U.S. Business, Child Tax-Break Bill Faces Hurdles In Congress

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A bill with corporate tax breaks and a child tax credit is still being haggled over.

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.

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