Tax Planning & Strategies

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New Bill Would Levy Social Security Taxes On Wealthy, Pass-Throughs

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Anyone earning over $400,000 would pay new taxes under legislation introduced in the Senate.

What Tax Preparers Want From Clients' Advisors

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It's important that advisors and tax professionals work well together for the sake of the client.

Billionaire Steve Cohen Fights A $10 Million Tax Bill To Derail An IRS Plan

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The N.Y. Mets owner and investor is fighting an IRS campaign that is targeting hundreds of money managers.

Plan Now For 2026 Tax Law Sunset, Advisors Warn

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Advisors say it's crucial to plan now for tax law changes that may not happen for several years.

San Francisco Prices Are Sinking, And Property Owners Want A Tax Cut

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Some of the world's biggest landlords have filed for assessment cuts.

As Student Loan Repayments Restart, Tax Issues Linger, Tax Foundation Says

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Some borrowers could still face tax obligations if their loans are forgiven, the foundation says.

What To Tell Clients Rattled Over Social Security

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There are several ways to address clients' fears and steer your conversations down a productive path.

Roth IRAs--The Intriguing Mathematics For High-Wealth Taxpayers

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The Roth remains one of the best ways to keep the taxman at bay but the mathematics might surprise advisors.

Florida, Texas Top Relocation Spots For High Earners

by FA Staff

While California and New York saw the highest number of outflows of high-earning households, according to SmartAsset.

New Bill Would Levy Social Security Taxes On Wealthy, Pass-Throughs

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Anyone earning over $400,000 would pay new taxes under legislation introduced in the Senate.

Powerball $1 Billion Winner Hits Jackpot Twice In California

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California is one of the few states that doesn't tax lottery wins.

High Income New Yorkers Can Save $250,000 Moving To Austin

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A new study also found big tax savings for those moving from San Francisco and Chicago.

Younger Generations Unprepared For Wealth Transfer, NY Life Says

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A company survey found inheritors are anxious about the money they're about to get.

IRS Says Crackdown On Wealthy Tax Evaders Is 'Just The Start'

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The agency already claimed to collect $38 million from 175 delinquent millionaires.

A Playbook To Understand Young Investors' Fears

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The Playbook team developed a platform and app that educate users on building wealth.

Goldman Sachs Asset Management Adds Energy Infrastructure ETF

by FA Staff

The fund corresponds to the Solactive Energy Infrastructure Enhanced Index.

Hightower Acquires Tax Service Firm

by FA Staff

GMS Surgent will provide Hightower high-net-worth and business clients with tax advice.

How To Balance Retirement Income And Taxes

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The timing of retirement withdrawals can have a big impact on taxes, advisors say.

Options For Addressing Risk In A Concentrated Portfolio

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Listed derivatives can help mitigate both idiosyncratic and market risks while avoiding tax friction.

Clients Shouldn't Rush Into Investing Windfalls, Advisors Say

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The best thing for clients to do after receiving a big influx of cash is to be patient.

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