Displaying 157 results
Is tax-loss harvesting really that beneficial?
If you have avoidable gains, it generally won't make any sense to use the strategy.
Taxpayers only hurting themselves by not mentioning their nondeductible IRA contributions
There's only one way to ensure they get the full tax benefit of those contributions.
Putting alternatives into tax-exempt vehicles
Increase net income without adding risk by placing these typically tax-inefficient assets in retirement accounts.
Potential tax impact of health care act repeal
It's likely that a replacement health care plan would have some tax impact, leading to new planning opportunities for financial advisers and their clients.
Tax-managed SMAs are still a best practice despite possible tax cuts
While we can't foresee what the next four years may bring, we know that one thing under our control is the disciplined deferral of gains and routine harvesting of losses.
Help clients manage tax payments during the year
Tax projections at this time of year will tell individuals their total tax liability for 2016, but that doesn't necessarily mean it all has to be paid before the end of the year..
How to overcome the drag Hillary Clinton’s tax plan would create
Creating after-tax wealth — what really matters for taxable investors — will require more diligence than ever.
Tax traps await master limited partnership investors
Make sure your clients fully understand the tax implications and overall risk profile of what they're buying.
401(k) savings options come with tax consequences
Choosing between a traditional and Roth 401(k) is essentially a bet on how your clients' future income tax rates will compare to their current rate.
Permanent 100% exclusion of small business gains a long-term tax advantage
Exclusion for qualified stock will be a big draw for investors to reconsider C corps.
Take another look at nonqualified deferred compensation plans
These plans are capable of generating significant wealth because they allow assets to compound tax-free over time.
Qualified charitable distributions not always the best way to give
While a QCD can provide a real tax benefit to some IRA owners, in most cases keeping the RMD and giving appreciated securities to charity will be a better tax strategy.
Tax planning and the law of unintended consequences
Now is the time to examine the repercussions of your standardized versus customized advice.
Art and death taxes: Not so certain
Unique pieces and changing market values complicate Tax Court determinations.
Estate plans require a fresh look
Thinking around bequests shifts as capital gains tax and estate tax exemption rise
How advisers can help lessen the impact of the alternative minimum tax
High-earning clients likely to be caught up in the tax code's confusing alternate universe.
The end of discounts for FLPs?
The IRS is revising the rules related to valuing interests in family-controlled partnerships
Fees v. commissions: Different tax advantages
Advisers need to create a pricing model that best reflects the type of business they run and the services they provide.
An adviser’s touch can improve tax aware investing
Robo-advisers can miss key details when planning for high-net-worth investors.
Take advantage of ‘tax alpha’
Be cognizant of the tax treatment of investments and where they should be held.
