Results for "Tax Planning"

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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...

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...

IRS releases new withholding tables

January 11, 2018

The Internal Revenue Service released guidance for employers about how much tax they should withhold from workers' paychecks in 2018 — and said it would soon offer an online calculator that employees can use to make sure the amounts are correct....

Tax reform threatens a powerful client relationship tool

October 13, 2017

This won't be your father's tax reform process – and it may not be the one your business needs either. That's because it might take away investment advisers' number one secret weapon for building strong relationships with their clients –...

Trump reconsiders plan to eliminate deduction for state, local taxes

October 12, 2017

Months after the White House proposed ending a tax break for people in high-tax states, President Donald J. Trump grew angry when he learned that the change would hurt some middle-income taxpayers, according to two people familiar with his thinking....

Are your wealthy clients prepared when the IRS comes knocking?

September 21, 2017

The IRS budget may be shrinking, but its examinations of high-net-worth taxpayers are surprisingly robust. These examinations often yield favorable results for the IRS, and high-net-worth taxpayers may increasingly find themselves and their...

Kiddie tax rules can catch both advisers and investors by surprise

August 23, 2017

When your clients hear the term "kiddie tax," they might think of an introduction to personal finance class at their children's elementary school. But as many of us have learned, it's actually an all-too-real tax on a child's investment and...

Time to remind clients about taxes

July 20, 2017

As Congress turns its attention to taxes, it might be a good time to turn your clients' attention to the amount Uncle Sam takes from investment returns. The IRS levies taxes on dividends and capital gains distributions in taxable accounts, as...

Changing state residency: Tax planning headaches and opportunities

May 16, 2017

When it comes to tax planning, the federal income tax receives the lion's share of the attention, and rightly so. But what about state income taxes? State tax rates vary wildly around the country, with California leading the charge with a top...

Is tax-loss harvesting really that beneficial?

April 26, 2017

Many articles and websites tout the wonderful benefits of tax-loss harvesting, especially if you ask the robo-advisers. Should we take these claims at face value or is there more to the story? A closer look reveals that tax-loss harvesting is...

Taxpayers only hurting themselves by not mentioning their nondeductible IRA contributions

March 22, 2017

By now nearly all taxpayers have begun the arduous task of compiling the information needed to prepare their 2016 tax return, including sifting through receipts and statements to determine what's needed for the return and what is just noise....

Putting alternatives into tax-exempt vehicles

February 28, 2017

Generating adequate income for clients during their retirement is increasingly a challenge for financial advisers. Longer life-spans, rising health costs and ineffective safety nets continue to exacerbate this challenge. Increasing allocations...

Potential tax impact of health care act repeal

January 20, 2017

The new Republican-controlled Congress has taken the first steps toward their goal of repealing the Affordable Care Act, and President Donald Trump has set a Jan. 27 deadline for repeal to be completed. The new administration has said that ACA...

Tax-managed SMAs are still a best practice despite possible tax cuts

January 3, 2017

Taxes may be cut under President-elect Donald Trump, but they aren't going away. That's the key thought that advisers should keep in mind as they consider adapting investment strategies for their clients in the midst of potential tax law changes....

Help clients manage tax payments during the year

October 21, 2016

This time of year, many taxpayers are reviewing their income and deductions to see if there is anything that can be done to reduce their federal tax bill for 2016. After making those last few charitable donations, maximizing retirement plan...

How to overcome the drag Hillary Clinton's tax plan would create

September 23, 2016

When Republicans win the White House, tax rates normally hold or decrease, and conversely, when the Democrats hold the Oval Office, taxes are likely to increase. Below we examine the after-tax investment performance of the proposed Clinton plan,...

Tax traps await master limited partnership investors

August 26, 2016

Low interest rates continue to cause income-oriented investors to search for alternatives to traditional bond investments. One such option has been master limited partnerships, or MLPs. While MLPs have their attractive features, investors are...

Take another look at nonqualified deferred compensation plans

June 10, 2016

For executives, taking advantage of their company-sponsored, nonqualified deferred compensation (NQDC) plan now could be one of the wiser moves to make for their future well-being. Across the United States, companies have reduced or eliminated...

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...

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