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Tax Planning & Strategies

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Wealthy Clients Better Plan For Election-Time Changes To TCJA

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Many provisions are set to expire at the end of 2025, and their extension may depend on the 2024 elections.

It's Tax Season! Here Come The ‘Leech Brands'

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What do air travel and income tax preparation have in common? They're both havens for "leech" brands.

SALT Tax Break Gets Fresh Push From New York-Area Republicans

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"We're a large delegation now in New York, and we need to be heard," Republican Rep. Nicole Malliotakis said.

Helping Corporate Executives Manage Stock Options And Avoid The AMT

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This is a good time of year to meet with corporate executive clients to look at their incentive stock options.

Top Tax Mistakes To Avoid If You Make More Than $100,000

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Limiting tax exposure takes long-term planning.

Student Loan Mess Complicates 401(k) Plan For Young Savers

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The uncertainty of President Biden's student debt relief plan could impact employer match programs.

Business Owners In The Crosshairs--No Hiding From Intrusive New Registry

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The Corporate Transparency Act may abolish the right to privacy for 32 million small business owners.

Maximizing Social Security Benefits Under The SECURE 2.0 Act

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Does deferring benefits until age 70 make sense? And how does it affect clients' IRA withdrawals?

Why Advisors Should Practice Tax-Loss Harvesting All Year

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Strategic loss-harvesting throughout the year gives investors more flexibility, advisors say.

Credit Suisse Accused Of Aiding More Tax Evasion During Broader Tumult

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Despite a years-old settlement with U.S. regulators, the behavior allegedly continued right up to the bank's demise.

Why Your Tax Refund Might Be Smaller This Year

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With less extra cash coming in from tax refunds, Americans could cut back on discretionary purchases.

How A Florida Retired Broker Scored A $3.4 Million Refund For Muni-Bond Investors

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Larry Wasserman discovered that a key data point known as a factor had been improperly calculated on a bond.

Steer Clear of Shady Tax Preparers, IRS Warns

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The agency listed the red flags taxpayers should look for when hiring a tax preparer.

Avoiding Retirement Withdrawal Taxes Can Be Tricky, Advisors Say

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Moving to a tax friendly state is a valid option, but proving state residence is sometimes complicated.

An Effective Tool For Taking Advantage Of Volatility

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Create additional tax benefits while maintaining a diversified portfolio.

Investors Face Big Tax Bill If They Hold These Mutual Funds

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Even if the investments declined in value last year, you might still be on the hook for capital gains.

When Does The IRS Start Viewing A 'Hobby' As A Business?

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Clients who make a mistake on these designations stand a good chance of being audited, advisors say.

Enrollment Into Medicare Could Trigger IRMAA Taxes

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There is an appeal process for those who disagree with their income-related monthly adjustment amount (IRMAA) from Medicare.

In New York City, A $100,000 Salary Feels Like $36,000

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A $100,000 paycheck goes the farthest in Memphis, Tenn., with $86,444 in take-home pay after taxes and adjusting for cost of living.

For Clients And Advisors, A Tax Year Like No Other

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The threat of new audits, a rocky market and smaller refunds amount to a lot of changes this tax season.

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