Results for "Tax Planning"

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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,...

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...

Not all loan interest is created equal

May 22, 2015

Knowing the tax rules regarding interest expense can help investors avoid costly mistakes. In late 2008, the Federal Reserve Board announced it was lowering interest rates to near 0% as a way to combat the high unemployment rate of that time....

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...

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