Displaying 157 results
Adviser opportunities in the gig economy
Do not make this assumption if you want to serve this growing group.
Millennial women and finances: Study yields surprising results
When it comes to investing and planning, more millennial women cede control to their husbands than women of previous generations.
Wall Street lashes out at Bernie Sanders’ plan to pay off student debt with a securities trading tax
Financial pros argue that a transaction levy will hurt mom and pop investors along with investment houses.
Financial planning for same-sex couples has changed immensely since 2015 Supreme Court marriage ruling
The Supreme Court upheld same-sex marriage. What does this mean for married and unmarried gay couples now?
SALT apocalypse predictions have not come true
Migration rates in high tax states most affected by tax limits are below pre-recession levels.
New tax rules raise the cost for most kids — but not all
Instead of taxing a child's income as if it were the parents', a child's income is now taxed using the trust tax brackets.
Focus on taxes, compensation turns into tech-industry niche
Seattle-based adviser builds direct line to Amazon, Microsoft employees.
Tax Cuts and Jobs Act takeaways
Practical insights into the TCJA and its provisions regarding income tax and gift and estate tax.
New tax rules strike fear into U.S. expat business owners
Multinationals face a one-time repatriation levy of up to 17.5%, plus annual Gilti levy.
Treasury calculator helps taxpayers ensure accurate federal tax withholdings
Most Americans should see boost in take-home pay as result of recent tax overhaul, estimates show.
Repeal of investment expense deduction may change advisers’ fee strategy
The change may not be that big a deal for many clients, but they need to understand their options.
Tax bill creates adviser challenges for long-term planning
Consultant recommends taking advantage of tax moves that are immediately available for clients.
IRS releases new withholding tables
GOP promises workers will see increases in their paychecks starting in February.
Tax reform threatens a powerful client relationship tool
Charitable deductions are an incentive to giving and a way for advisers to show their humanity.
Trump reconsiders plan to eliminate deduction for state, local taxes
Keeping the deduction means losing the $1.3 trillion in revenue its repeal was expected to produce.
Are your wealthy clients prepared when the IRS comes knocking?
Although the IRS's budget is shrinking, its efforts to audit high-net-worth individuals are increasing.
Kiddie tax rules can catch both advisers and investors by surprise
The point of the kiddie tax is to avoid parents transferring income to their children and reducing their total tax cost.
Postponing tax is a lofty goal
Offering a comprehensive tax-postponement strategy can be extremely beneficial to clients.
Time to remind clients about taxes
No matter what tax reform Congress enacts, funds will still feel a bite
Changing state residency: Tax planning headaches and opportunities
Residency rules can be very complicated, and states can be aggressive in taxing former residents.
