Results for "Tax Planning"

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Permanent 100% exclusion of small business gains a long-term tax advantage

May 29, 2016

Investors in small businesses around the country may be pleasantly surprised in the aftermath of the tax season. Thanks to the recent extension of Section 1202 of the Internal Revenue Code, small businesses stand to attract even more investors,...

401(k) savings options come with tax consequences

April 22, 2016

Over the last decade, 401(k) plans have come to more closely resemble their slightly older cousin, the individual retirement account – at least in terms of the options of making contributions to the account. Those extra options, however, mean...

Tax planning and the law of unintended consequences

February 29, 2016

By this time of year, most taxpayers have begun preparing their income tax return, and many have even filed already. This becomes an interesting time for those who spend the year-end suggesting tax-planning strategies. Did the effort made to...

Art and death taxes: Not so certain

February 11, 2016

Determining the fair market value of art for tax purposes continues to be a difficult task. For estate tax purposes in particular, executors face the challenge of establishing art values based on expert opinions, contemporaneous sales of comparable...

Qualified charitable distributions not always the best way to give

January 4, 2016

Congress has been in the habit of extending a variety of tax rules so late in the year that financial advisers barely have time to think about their impact before they expire again. However, the 2015 version of the extenders bill (The PATH Act)...

Estate plans require a fresh look

November 29, 2015

Significant tax law changes mean it's time to dust off your estate plan. Long-term capital gains tax rates now range from 25% to 33%, with the combination of the top federal, state and local rates and the Medicare surtax. This hike in capital...

How advisers can help lessen the impact of the alternative minimum tax

October 27, 2015

Any successful investment adviser understands that it's not about the return you earn; it's about the return you keep. Advisers need to manage a portfolio by keeping one eye on the market and the other eye on the tax man, with the goal of earning...

The end of discounts for FLPs?

October 4, 2015

Rumors have abounded in the estate planning community that the IRS was working on regulations designed to change the gift and estate tax rules applicable to valuing interests in family-controlled entities, such as corporations, limited partnerships...

Fees v. commissions: Different tax advantages

August 28, 2015

In a year like 2015, when equity indexes such as the S&P 500 and Russell 2000 have provided the slimmest of returns, advisers and their clients are especially aware of any kind of drag on investment performance. Naturally, investors eventually...

An adviser's touch can improve tax aware investing

June 19, 2015

Robo-adviser services are programmed to recognize the importance of investing with an eye toward maximizing after-tax returns, but may miss the nuances around high-net-worth clients' needs. These online investment services can work well to provide...

Take advantage of 'tax alpha'

April 27, 2015

With tax season over, now is a great time for financial advisers to take a look at their clients' returns and reflect on opportunities to be even more tax efficient next year. Though one should not let tax considerations dictate an investment...

Use tax time to focus on retirement

April 2, 2015

As Tax Day looms, your clients' thoughts are probably focused on putting the finishing touches on their 2014 tax return — or at least preparing that extension and kicking the can down the road for a few months. However, don't let tax season...

Why President Obama's estate tax proposal is a big deal

February 6, 2015

President Barack Obama whipped up the class warfare argument with his estate tax proposal in the State of the Union address. Let's explore the estate tax and the step-up in basis, and their influence on taxable investors. When a person dies,...

New cost-basis rules for options

January 11, 2015

It's the beginning of the year and you and your clients are starting to receive an avalanche of forms and reports from brokerage firms and custodians. You'll see some new information this season as 2014 was the first year that brokers had to...

Some year-end tax strategies to consider

December 14, 2014

When is the best time for clients to fund their retirement plans? One has until April 15, 2015 to contribute to their retirement plan for 2014, but is that optimal? A report from the Vanguard Group Inc. sheds new light on the issue. Vanguard...

Working around the wash-sale rule

November 16, 2014

Loss harvesting is popular in December, but it should be done year-round, especially since there are ways to take a loss that don't disturb alpha. There are perfect end runs around the wash-sale rule, most of which use options strategies. If...

How are REIT dividends taxed?

October 19, 2014

My recent column talked about companies lowering their overall tax burden by spinning off or be¬coming REITs that pay no corporate level of tax. Readers have asked if these real estate investment trusts pay qualifying dividends or are REIT...

Inversions the latest tax-cutting strategy

September 21, 2014

It's not often that a tax story gets front page treatment but the movement to erode the U.S. corporate tax base has taken center stage. We've read about inversions, where an American company and a foreign firm combine and the non-U.S. company...

Derivative basket options questioned

August 17, 2014

The Senate Permanent Subcommittee on Investigations has turned its attention to a derivative strategy that, from a tax standpoint, was rendered unusable in an earlier IRS memo. I attended the July 2 hearing and was not very surprised by the...

A new era for longevity insurance

July 20, 2014

Longevity insurance refers to a forward-starting life annuity. As an example, an investor at age 60 plunks down a wad of cash with an insurance company that promises a monthly income for life; but this monthly income only starts when the investor...

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