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Tax Planning & Strategies

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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.

Economy Set For Another Cash Boost If Congress Backs Tax Deal

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Congressional negotiators are talking about renewing expired business tax breaks and boosting the child tax credit.

3 Firms With $2.1B AUM Combine To Found Diversify Wealth Management

by FA Staff

Its first three acquisitions each have unique specialties to bring to Diversify Wealth Management.

Supreme Court Weighs Giving Green Light To Wealth Tax

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The court will soon rule on the constitutionality of taxing unrealized gains.

Wealth Taxes Expected To Remain A Hot Topic In 2024

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Proposals to hit the rich with more taxes continue to be pursued on the federal and state levels.

IRS To Waive $1 Billion In Penalties For Millions Of Taxpayers

by FA Staff

Relief will be offered to 4.7 million taxpayers who went delinquent at the height of Covid-19.

Losses In Your Portfolio Can Boost Returns And Cut Taxes

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Even with the S&P 500 up more than 20% in 2023, investors can still harvest tax losses.

Advisors Take Long View As Tax Year Nears End

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Wealthy taxpayers should begin planning for possible tax changes over the next two years, advisors say.

Time Is Running Out To Make These Tax Planning Moves, Says Ed Slott

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Some helpful tax laws are poised to go away in the near future, he said.

Accounting Firm Windes Launches Ovisto, Its Wealth Management Division

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The California firm teamed up with hybrid RIA firm Integrated Partners, based in Massachusetts.

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