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Tax Planning & Strategies

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New Choreo Product Offers Tax-Aware Portfolio Management

by FA Staff

Choreo Tax Advantage was developed by the Chicago RIA with software company Smartleaf.

Year-End Retirement Tax Planning Strategies To Avoid

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Focus on the future and resist the lure of short-term tax savings advice.

Prepare Clients Who Are Pass-Through Investors For IRS Scrutiny, Advisors Say

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The agency is expected to funnel more resources into auditing these tax breaks.

Will Trump Follow Through On His Promise To Lift The SALT Cap?

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Deloitte's top Washington, D.C., execs think some GOP members of Congress will demand cap relief.

What To Expect From The Trump Tax Reform Spectacle

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What tax policies is Trump likely to support? The following is a reasoned, practical and appropriately sardonic meditation on that question.

Quant Hedge Fund AQR Is Cutting Income Tax Bills For Wealthy Clients

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With its new tax-optimization product, the firm wants to go beyond offsetting capital gains.

Billionaire Ken Griffin Says He's Wary Of Trump's Tax-Cut And Tariff Agenda

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The Citadel founder cast doubt on two of the president-elect's most loudly heralded policy plans.

New York's Lawler Says SALT Cap Must Go To Pass GOP Tax Bill

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The New York Republican congressman said lifting the cap is crucial to getting a tax overhaul through.

Best Year-End Tax Strategies From Jeff Levine

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Buckingham Wealth Partners' chief planning officer breaks down opportunities advisors can take advantage of now.

Tax Planning Shifts After Election

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Taxpayers could see tax cuts preserved, but there will be wrangling over election tax promises.

Navigating The Charitable Deduction Minefield: Insights From The IQ Holdings Case

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The IRS maintains strict standards for charitable contribution deductions. Here are some practical steps to ensure compliance.

Johnson Says Congress Will 'Do The Math' On Trump's Tips Tax Pledge

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Ending taxes on tips was one of Trump's key tax promises during the campaign.

Republican Election Sweep Emboldens Trump's Tax Cut Dreams

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The incoming Republican majorities in Congress mean Trump can enact a tax bill without making concessions to Democrats.

Trump Is Right: Expat Taxes Are Too Complicated

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Simplifying the tax code for U.S. citizens working abroad would benefit both those Americans and America itself.

Will Trump Follow Through On His Promise To Lift The SALT Cap?

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Deloitte's top Washington, D.C., execs think some GOP members of Congress will demand cap relief.

Life Insurance As A Tax-Advantaged Retirement Savings Alternative

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Advisors say life insurance retirement plans are too often overlooked for wealthy clients.

AARP Wants $5,000 Caregiver Tax Credit Trump Promised

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Leaders of the nation's largest retiree advocacy group vowed to hold the president-elect to his promise.

Trump Victory Threatens Key Muni Tax Break In Hunt For Revenue

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The muni tax-exemption may be on the chopping block to help pay for Trump's tax cuts.

JPMorgan Braces For 'Impactful' First Two Years Of Trump

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Many expect Trump's policy promises, including a flurry of tax cuts, to turbo-charge economic growth.

Trump Team Mulls Inflation-Indexing Capital Gains To Lower Tax Bills

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The inflation indexing would reduce the amount of gain that is taxable when an investor sells assets.

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