Results for "tax"

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Why cryptocurrency could be your worst tax nightmare

February 23, 2018

Investors peppered wealth managers with questions about bitcoin throughout 2017 and the cryptocurrency soared in value and mainstream awareness. While most professionals did not recommend buying the volatile asset, many clients took the plunge...

Donald Trump's tax law could worsen pain of divorce according to new survey

February 15, 2018

President Donald Trump's tax law could make divorce an even more miserable experience, according to a new survey of the nation's top matrimonial attorneys. Almost two thirds of respondents said they expect divorce negotiations to become more...

New tax law provides opportunity for tax-rate arbitrage on Roth IRAs

February 15, 2018

The new, lower 2018 tax rates have made Roth IRA planning more valuable for your clients. These lower rates provide a limited opportunity to help some clients profit from tax-rate arbitrage by capitalizing on the spread between 2017 and 2018...

New tax law could increase pension risk transfers

February 14, 2018

Pension risk transfers are poised to pick up this year as employers race to meet a tangential deadline imposed by the new tax law. A pension risk transfer allows employers to offload the risk associated with their defined-benefit plans to an...

Tough tax season for victims of Social Security hack

February 13, 2018

As if discovering that someone fraudulently claimed Social Security benefits on your account wasn't bad enough, victims of recent identity theft now have to contend with another bureaucratic headache: 1099 forms documenting reportable income...

Tax bill's implications for retirement planning

February 8, 2018

The Tax Cuts and Jobs Act, passed into law in late 2017 and mainly taking effect in 2018, will be transformative for many Americans and businesses. For the most part, tax laws relating to retirement plans and retirement planning were left alone,...

New tax law offers opportunities for advisers and retirees

February 7, 2018

The most sweeping tax reform in a generation may have begun under the guise of simplification, but the application of the new tax rules will be anything but simple for financial advisers and their retired clients. The Tax Cuts and Jobs Act that...

Why the new tax law amounts to a 'stealth' tax increase

February 7, 2018

The new tax law changes how the federal government adjusts certain measures in the tax code for inflation, which could cost advisers' clients substantially over the long term. The change also could signal how lawmakers will elect to treat certain...

Pass-through provision could inspire creative tax planning

February 5, 2018

If exploiting a tax loophole is as much an art as a science, then the tax planning profession is poised for a creative renaissance. The inspiration is the tax law signed by President J. Donald Trump in December. The patrons are affluent Americans...

Despite a pumped economy, Trump's approval remains low

February 3, 2018

Most American presidents would have envied Donald J. Trump's opportunity to deliver the State of the Union address last Tuesday. After all, he had a good story to tell: solid economic growth, a falling unemployment rate, rising home prices,...

As tax season gets underway, clients are looking ahead to how tax bill will affect 2018 returns

January 29, 2018

The federal tax overhaul put in place by Republicans has produced an unusual show of bipartisanship now that tax season is here: We are a nation united in befuddlement. It should come as no surprise then that tax preparers and financial advisers...

Advisers probably don't know about this tax-saving strategy

January 29, 2018

There's a specific provision in the tax code that could help individuals save a greater amount of money through tax-loss harvesting, but the provision is one that's often overlooked by financial advisers. Tax-loss harvesting allows individuals...

Repeal of investment expense deduction may change advisers' fee strategy

January 24, 2018

The last two months of 2017 were a blur of activity when it came to income taxes, as financial advisers and clients scrambled to decipher what was rumor, what was actually proposed and what finally became law. One change that may have slipped...

Pass-through provision in new tax law could benefit REITs, MLPs

January 23, 2018

The new tax law will likely benefit investors in real estate investment trusts and master limited partnerships as a result of a particular tax break afforded to pass-through entities. As such, advisers' clients who are invested in such instruments...

How 401(k) deductions were saved in budget drama

January 22, 2018

Fears of drastic changes to retirement savings tax advantages during the recent tax reform deal failed to materialize, thanks to the efforts of an unusual coalition, old-fashioned lobbying and a presidential tweet. The allure of reducing the...

Tax bill creates adviser challenges for long-term planning

January 17, 2018

The biggest problem with the new tax bill, according to Steven Siegel of consulting firm The Siegel Group, is that so much of it is temporary. Nearly every provision passed in the Republican Tax Cuts and Jobs Act will sunset in 2025. A more...

BlackRock's Fink asks top CEOs to reveal plans for spending cash flow from tax overhaul

January 16, 2018

BlackRock Inc.'s Chief Executive Officer Larry Fink is asking leaders of the world's biggest companies to say how they'll spend extra cash from the U.S. tax overhaul. "What will you do with increased after-tax cash flow, and how will you use...

Cuomo seeks New York tax revisions to thwart federal changes

January 16, 2018

New York state would end income taxes on wage earners and make up the revenue with an employer payroll tax that's federally deductible as part of a restructuring plan that Governor Andrew Cuomo is recommending to mitigate harmful effects of...

Citigroup uses tax break windfall to rain profits on investors

January 16, 2018

As big U.S. banks weigh how to divvy up their windfall from a massive U.S. tax cut, Citigroup Inc.'s approach appears to be set: Shower profits on investors. Lower tax rates mean the bank can stick to its multiyear plan to pay out at least $60...

Oops! Unintended consequences of tax-law changes

January 13, 2018

The Republican tax bill, signed into law on Dec. 22, has a few unintended consequences for financial advisers. Despite the steady shift from commissions to fee-based accounts, the former could now be slightly more attractive to clients. That's...

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