Tax Planning & Strategies

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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.

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.

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