Tax Planning & Strategies

1 2 3 4 5 6 7 8   [135]

Trump's Rise Poses Threat To Tax Break That Underpins Muni Bonds

by

The muni market tax exemption is viewed as a possible target if funds are needed to pay for more Trump tax cuts.

Tax Hikes Seen No Matter Who's President, Making Muni Bonds Attractive

by

The tax-exemptions for municipal bond income are attractive with taxes due to rise next yer.

Project 2025 Calls For 30% Top-End Flat Tax

by

The conservative policy initiative would upend the tax system and make deep cuts to the IRS.

IRS To Crack Down On ‘Basis Shifting' Tax Avoidance By Business Partnerships

by

The agency aims to collect $50 billion more in taxes over the next 10 years from those who use the tactic.

States Stepping Up Efforts To Tax Former Residents, Advisors Say

by

States are in some cases trying to slap a tax on stock sales that happen after a taxpayer leaves.

A Crucial Window For Estate Planning

by

Exemption amounts under the Tax Cuts and Jobs Act are set to expire, making now an essential time for clients to revisit their estate plans.

Insurance For The Ultra-Wealthy's Protection And Growth

by

Private placement life insurance offers benefits as an investment vehicle.

The ‘Secret Sauce' For Helping The Ultra-Wealthy

by

Advisors need branding, new services and a secret sauce to deliver them, said experts at INSITE 2024.

IRS Tops $1 Billion In Back Taxes Collected From Millionaires

by FA Staff

A crackdown on millionaire tax delinquents starting last fall has begun to pay dividends, the agency announced.

How Tax Planning Differs For Young Clients

by

Young filers need to take advantage of their lower tax brackets while they still can, advisors say.

Elections Will Have Profound Impact On Taxes, Advisors Say

by

All elections have tax implications, but the impact of this year's contest may be unprecedented, they say.

Boston Office Slump Sets Up $400 Million Burden For Residents

by

Boston residents face a sharp increase in property taxes or risk $400 million of budget cuts.

IRS Apologizes To Ken Griffin To Settle Tax Data Breach Case

by ,

Griffin sued the IRS for failing to prevent his financial information from appearing in ProPublica articles.

IRS Audits Shift Focus From Ultra-Affluent Individuals To The Mere Wealthy

by

The agency is zeroing in on those who make more than $400,000 instead of just multimillionaires, a watchdog report said.

Clients Can't Dawdle On Expiring Tax Reform Provisions, Advisors Say

by

The reforms aren't due to sunset until the end of 2025, but advisors say now is the time to act.

10 Estate Planning Strategies To Address Sunset Of 2017 Tax Exemptions

by

Exemption amounts under the Tax Cuts and Jobs Act of 2017 are set to expire, making now an essential time for individuals and families to revisit their estate plans.

IRS Sees Fraud Risk For 'Vast Majority' Of Covid Credit Claims

by

The IRS's current backlog of claims sits at 1.4 million.

Is A Wealth Tax An Income Tax? Here's Why That Matters

by

A majority of Supreme Court justices seems open to taxing unrealized gains. But a wealth tax would face hurdles.

Supreme Court Upholds U.S. Tax On Foreign Business Income

by

The case was closely watched for its potential impact on Democratic proposals to impose a wealth tax.

Waiting For The Unified Managed Household Bullet Train

by

Advisors are confronting everyday situations among clients and prospects that heighten the case for a unified managed household approach.

1 2 3 4 5 6 7 8   [135]