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Is the Trump effect over?

December 12, 2017

It's perhaps inevitable that 10½ months into Donald J. Trump's presidency we would pause to consider whether the Trump Effect has begun to wane. As Trump's first year in office enters its final stretch, advisers should be prepared to answer...

Congress' work on tax reform barely gets a passing grade

December 9, 2017

The Republican​ bill to cut and reform taxes deserves a poor grade, not only because of the apparent result (the details are still being negotiated), but even more for the process that has produced it. Let's look at the process first: Grade...

Tax reform will boost food, chemicals, rail stocks. Technology? Not so much

December 8, 2017

Taxpayers aren't the only ones scrambling to figure out how tax reform will affect them. Wall Street is looking hard at which stock sectors the new law — however the final version is configured — will benefit most. The maximum corporate...

Senate tax bill changes for pass-throughs more generous than House version, experts say

December 6, 2017

Financial advisers and their clients would be better off under the Senate's tax plan for small businesses than the House version, according to experts. Each chamber has approved its own tax-reform legislation. The two measures are headed for...

Avoid year-end RMD errors on retirement plans

December 5, 2017

Advisers should be taking these last weeks of 2017 to make sure that there are no oversights when it comes to required minimum distributions (RMDs) from IRAs and company retirement plans. Remind clients that there is a 50% penalty for missing...

What advisers need to know about the differences in the Senate and House tax bills

December 4, 2017

Republicans in Congress have entered the last leg of their race to achieve sweeping tax-reform legislation by the end of the year. The Senate passed its tax bill on Saturday, and now it will have to be reconciled with the House's version before...

Senate tax bill is a hike on retail investors

November 30, 2017

Congress is currently working on a massive overhaul to our tax code, and the Republican-led majority appears committed to signing a bill into law before the end of the year. While the proposals have far-reaching impact, one provision proposed...

Tamarac opens platform to RightCapital

November 30, 2017

Registered investment advisers using RightCapital's financial and tax planning software can now pull in client account information and holdings data directly from Envestnet's Tamarac tool. The integration automatically updates RightCapital daily...

Morgan Stanley taps LifeYield to boost tax alpha across client accounts

November 30, 2017

Morgan Stanley has partnered with technology platform LifeYield to enable its approximately 16,000 financial advisers to manage client accounts at the household level. The LifeYield software, which is built around tax-management efficiencies,...

Trump boosts tax plan with Obamacare assist

November 28, 2017

President Donald J. Trump told Republican senators on Tuesday he supports an Obamacare market stabilization bill offered by Republican Lamar Alexander and Democrat Patty Murray, which may help bolster support for the tax-cut legislation headed...

Senate tax bill survives budget committee, heads to floor vote

November 28, 2017

The Senate tax bill is headed for a marathon debate this week as Republican leaders plan to hold a floor vote as early as Thursday -- but first, it had to go through the budget committee, where key GOP lawmakers were raising objections. Here...

Tax-hike fears fuel talk of relocating

November 27, 2017

Even Bruce McGuire, founder of the Connecticut Hedge Fund Association, understands if wealthy Northeasterners flee the region due to changes in the tax code. "It would almost be irresponsible if you weren't thinking about moving," he said. The...

Year-end charitable-giving strategies

November 21, 2017

The tax code provides high-net-worth charitable donors with strategic opportunities to make their philanthropic activities go further. Opportunities also exist that can minimize their income and estate and gift tax liabilities, increase the...

Tax reform debate sparks fresh interest in donor-advised funds

November 21, 2017

The battle over tax reform in Washington has not been lost on financial advisers and investors looking to take advantage of existing charitable-giving rules. Kim Laughton, president of Schwab Charitable, said assets in donor-advised funds are...

Should America's upper-middle class take the biggest tax hit?

November 20, 2017

Humans learn the concept of fairness at a very young age. After all, it doesn't take long for a child to start whining about a sibling who gets an extra serving of ice cream. As the Republican-controlled Congress tries to push through tax reform...

No-SALT diet could be financially unhealthy for some clients

November 17, 2017

Financial advisers are bracing for a no- or low-SALT diet for their clients. The Senate tax-reform bill, which was approved by the Senate Finance Committee on Thursday night, would get rid of all state and local tax deductions to help pay for...

Senate committee approves tax plan but full passage not assured

November 17, 2017

Hours after House Republicans jubilantly passed their tax bill, their colleagues on the Senate Finance Committee approved a far different version -- one that postpones difficult questions as lawmakers rush to refashion much of the U.S. economy...

Tax reform: Retirement industry dodges bullet as Senate and House bills advance

November 17, 2017

The retirement industry can breathe a collective sigh of relief today as the House and Senate tax bills advance in their respective chambers. Despite all the doomsday talk relative to setting strict limits on pre-tax 401(k) contributions and...

House passes tax bill, focus turns to Senate

November 16, 2017

House Republicans passed their version of legislation to overhaul the U.S. tax code by slashing the corporate tax rate, lowering tax burdens for most individuals and adding an estimated $1.4 trillion to the federal deficit over the next decade....

Jeffrey Gundlach attacks break for hedge funds in tax plan

November 16, 2017

Jeffrey Gundlach, chief investment officer of DoubleLine Capital, said the congressional tax plan would expand the federal deficit and help a small fraction of the U.S. population, including hedge fund managers. "I'm very disappointed incidentally...

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