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Art and death taxes: Not so certain
Unique pieces and changing market values complicate Tax Court determinations.
Newly improved retirement tax rules
Permanent QCDs, expansions and enhancements let advisers plan ahead with certainty.
The junk-bond correction is not the next financial crisis
Breakfast with Benjamin: Why those claiming the junk bond market looks just like the start of the 2008 financial crisis are wrong.
Passive strategies put another mark in the win column in 2015
Plus: You ain't seen lame until you've seen Congress next year, money manager M&A peaks, avoiding financial fraud, and how the rich get and stay rich
Congress set to make popular tax breaks permanent
Advisers were pleasantly surprised by the tax package that will provide them more certainty when planing long-term for clients.
Roth vs. traditional 401(k)s: What to consider for clients
There are subtleties that could have big tax implications for clients.
Congress moves to delay Obamacare taxes
One provision in the spending bill pushes out for two years the 40% levy on high-cost health insurance plans, known as the Cadillac tax, that was supposed to start in 2018.
Loss of file-and-suspend strategy may be overblown
Restricted application for spousal benefits is still key for married couples.
The bond market selloff has sparked fears that the Fed might not hike rates today
Breakfast with Benjamin: The bond market selloff has sparked fears that the Fed might not hike rates today.
Spreading the blame for oil’s freefall
Breakfast with Benjamin: The price freefall is getting uglier, and OPEC isn't the only culprit. Don't overlook the U.S. impact.
Santa Claus rally? Not if the Grinch has anything to say about it
Breakfast with Benjamin: The last two weeks of the year typically ushers in the Santa Claus rally in stocks but this year, there's a big obstacle in the way.
Estate plans require a fresh look
Thinking around bequests shifts as capital gains tax and estate tax exemption rise
Clinton says new tax plan for wealthy will "go beyond Buffett rule"
Democratic presidential front-runner Hillary Clinton will unveil proposals this month that will “go beyond the Buffett Rule” to…
2015 tips for advisers’ tech and taxes
Keeping track of technology goes beyond keeping up on the trends for advisers. Pay heed to these simple tax strategies to save a few dollars.
Advisers praise Sanders for highlighting Social Security, doubt his approach
The Vermont senator proposed lifting the cap on taxable income for the program.
Pimco and Eaton Vance funds hit unsuspecting investors with big capital gains
Fund names can be deceiving and when outflows hit, distributions are unavoidable.
3 steps to get going on harvesting those tax losses
This year's spike in equity market volatility creates fertile ground for the strategy. Plus, check out our special report on tax and estate planning.
Where to begin when planning for clients’ 2015 taxes
Start with investments, but don't forget the overall impact on portfolios and financial plans. (Plus: The Spotlight on Tax and Estate Planning special report)
Social Security changes present opportunities
Once you recover from the shock of learning that the most valuable Social Security claiming strategies are being phased out, take steps to turn this game-changing event into an opportunity by connecting with clients.
Mutual fund outflows add to the pain of capital gains distributions
Mutual fund outflows can spell capital gains disaster and this year, some funds with low turnover are reporting sizable capital gains distributions as managers sell securities to meet investor withdrawals.
