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

Tax Planning & Strategies

[1]  9 10 11 12 13 14 15 16   [134]

Planning For Taxes With A Divided Congress

by

Tax planning today revolves around the 2026 sunset provisions of the Tax Cuts and Jobs Act.

Trump Gave Loans To His Kids. Here's How Your Clients Can, Too

by

Intra-family loans are useful for achieving a number of objectives, including the transfer of business ownership.

Americans Are Leaving High-Tax New York And Moving To Florida

by

California, New York and Illinois are losing the most people to low-tax states.

SECURE 2.0 Act Is Overhyped, Says Ed Slott

by

There's still an urgency to act when it comes to moving assets from tax-deferred to Roth accounts, he said.

How Rising Interest Rates Can Make Trusts Effective Wealth Transfer Tools

by

Trusts' performance as estate planning vehicles are often tied to the federal funds rate.

Congressional Dads Band Together To Fight For Paid Leave, Affordable Childcare

by ,

The Congressional Dads Caucus focuses on issues facing working families, including tax credits.

Are Extended RMDs A Gold Mine Or Tax Trap?

by

The SECURE Act 2.0 extended required minimum distributions. For couples, it might not make sense to wait.

Boomers, Talk To Your Kids About Their Inheritance

by

It's best to be candid about what you are (or aren't) bequeathing to your adult children.

High-Net-Worth Earners Are Winners With SECURE 2.0

by

Advisors will have more latitude in helping HNW clients save money on taxes.

How New Tax On Stock Repurchases Could Impact Investors

by

The Inflation Reduction Act included a 1% excise tax on company stock repurchases.

White Americans Collect 92% Of Benefits From Investor Tax Breaks

by

White households claim the same share of deductions of charitable gifts and pass-through business income, a Treasury study says.

7 States Introduce Wealth Tax Bills To 'Soak The Rich'

by

Still, Congress is highly unlikely to raise taxes in the next two years, one analyst predicted.

Don't Forget 'Year-Beginning' Tax Planning For Wealthy Clients

by

Some strategies should be implemented as soon as the year starts, tax planners say.

N.J. Residents To Get 'Significant' New Tax Cuts, Murphy Says

by ,

Any tax cuts would come a year after the state passed a $2 billion tax rebate program.

House Passes GOP Bill To Block New IRS Funding

by

The bill faces an uphill battle in the Senate, pundits say.

N.J. Aims To Lure Back NYC Commuters With Hybrid Work Tax Breaks

by ,

About 400,000 New Jerseyans work in New York City and pay as much as $3.7 billion a year in New York taxes.

Can The GOP Actually Repeal $72 Billion In New IRS Funding?

by

House Speaker Kevin McCarthy says he will introduce legislation cut funding within weeks.

How To Plan For Taxes With A Divided Congress

by

Tax planning today revolves around the 2026 sunset provisions of the Tax Cuts and Jobs Act.

IRS Ticks Off Tesla, Pleases Hyundai With EV Credits

by

A large number of cars no longer qualify, including the most popular version of Tesla's Model Y.

Biden To Renominate Dozens And Name New IRS Chief

by

President Biden will nominate Danny Werfel, a former acting chief of the IRS, as the agency's commissioner.

[1]  9 10 11 12 13 14 15 16   [134]