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Tax Planning & Strategies

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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.

2024 Will Be The Year For SMAs, Direct Indexing, GSAM Says

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The control provided by SMAs is sought by investors and their advisors, Goldman Sachs Asset Management says.

These Are The Best And Worst Cities For Expats In 2023

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Northern and central Europe appear to be the best places to go for U.S. expats.

Prepare Clients For The Return Of The Alternative Minimum Tax

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As a tax law sunsets, an unpopular tax once again rears its head.

Low Taxes And High Spending Are A Rich Country Anomaly

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The potential role of tax revenue in closing federal budget deficits deserves more attention.

Advisors' Most Pressing RMD Questions For The Final Weeks Of 2023

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There's a lot of confusion on who will be subject to required minimum distributions before year end.

Constitutional Or Not, Wealth Taxes Are Bad Economics

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A Supreme Court case about unrealized capital gains has implications for Biden's proposed tax on the very wealthy.

From Riches To Rags

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A former Morgan Stanley advisor may have cracked the code on how to keep pro athletes out of bankruptcy.

Consider These Year-End Tax Moves For Business-Owner Clients

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Business owners should prepare now for the sunsetting of provisions of the 2017 Tax Cuts and Jobs Act.

Gifting, Roth IRAs Figure Big In 2023 End-Of-Year Tax Moves

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The looming sunset of some 2017 tax reforms is starting to figure into tax planning.

U.S. Supreme Court Suggests Support For 2017 Tax On Foreign Earnings

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The justices tried to avoid a sweeping ruling that could green-light future wealth tax proposals.

How To Withdraw Claims For The Employee Retention Tax Credit

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The prevalence of "mills" hawking these tax credits has brought them under IRS scrutiny.

Billionaire Tax Rests On A Disputed $14,729 Refund At The Supreme Court

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The justices are considering whether Congress can put a levy on stock holdings, real estate and other wealth.

Which Tax Forms Cause The Biggest Headaches?

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A few troublesome forms stand out for their ability to cause filing delays.

Fires And Wars Spur Donors To Generosity, Schwab Charitable Says

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Donors also are responding to ongoing needs in areas like Ukraine, Fred Kaynor said.

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