Tax Planning & Strategies

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A Look At Midyear IRA And Planning Opportunities

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The 10-year rule, catch-up contributions and other issues await clarification.

How To Prepare Clients Now For Looming Estate Tax Changes

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Financial advisors must prepare for any tax law changes or possibilities that could impact their clients' financial legacy.

Achieving Goals Tops Performance For Female Clients, Planning Execs Say

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Women want advisors who are empathetic and who can help them achieve their life goals, they said.

Property Owners Look To Go Passive

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Savvy financial advisors are positioning themselves to provide intelligent solutions for high-net-worth property owners.

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.

U.S. Seeks Dismissal Of Ken Griffin Lawsuit Over IRS Data Breach

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The billionaire said the agency failed to protect his confidential financial information.

Gundlach Says IRS Agent Visited His Tampa Office Unannounced

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The agent showed up for “no legitimate reason,” Gundlach said in a tweet late Tuesday.

Similarities Between Roth IRAs And Non-Dividend Paying Stocks

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Tax-wise, fewer or no dividends benefits the shareholders, who minimize or avoid the immediate taxable income.

Former Advisor Gets Six Months For Not Reporting Firms' Sale, Evading Taxes

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Thomas Pacilio, 64, of Westport, Conn., pleaded guilty to filing a false tax return.

Random Walk's Malkiel: Tax-Loss Harvesting Enhances Index Investing

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The author of "A Random Walk Down Wall Street," is a believer in the power of tax-loss harvesting.

Betterment Agrees To Pay $9M To Settle SEC Charges

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The agency said the robo's errors caused clients to lose $4 million in potential tax savings.

Minding Your 'P's': How To Evaluate A Direct Index Provider

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Direct indexing strategies present unique evaluation challenges relative to other types of investment strategies.

IRS Info Tech Found To Be Out Of Date By Decades

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A new audit found some tax collection and refund systems run on code no longer taught in colleges.

Tax Day Cash Will Indicate Just How Close The U.S. Is To Default

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Tax collections will play a big role in the upcoming debt ceiling debate.

How 2022 Became A Record Year For U.S. Income Taxes

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The main reason tax receipts rose so high over the past couple of years is that asset prices rose so much.

How To Spare Clients Stress And Taxes Solving The Retirement Mortgage Question

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Financial decisions that seem to make sense in the moment can in the long run cost individuals in both money and stress.

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.

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