Results for "tax"

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Business owners get IRS rules on pass-through deduction

January 18, 2019

Business owners — and their accountants — can rest a bit easier: The IRS has given them the long-anticipated final word on how they can claim one of the biggest perks in the 2017 Republican tax overhaul. The regulations detailing the new...

International investments bring a unique twist — foreign taxes

January 17, 2019

Allocating part of an investment portfolio to non-U.S. stocks may be a good diversification tool, but it can also create unwelcome tax headaches. In particular, your clients may find themselves having to navigate the unfamiliar land of foreign...

Tax season could be 'ugly' as IRS deals with major tax overhaul with limited staff

January 16, 2019

Americans may get their refunds during the shutdown, but the upcoming tax filing season is likely to be one of the rockiest in decades as the Internal Revenue Service grapples with a major tax overhaul with limited staff. The agency is rushing...

IRS won't penalize taxpayers for miscalculations after tax code change

January 16, 2019

Taxpayers who miscalculated how much they'll owe the Internal Revenue Service this year won't get hit with penalties -- up to a certain point. The Treasury Department said Wednesday it won't penalize individuals who underpaid their estimated...

Tax break for business owners at risk as shutdown drags on

January 15, 2019

The longest government shutdown in U.S. history could force tens of thousands of businesses to make a tough choice about whether to claim one of the biggest perks in the Republican tax overhaul. Owners of so-called pass-through entities such...

Fervor over 'opportunity zones' heats up

January 15, 2019

In a former warehouse on a dimly lit street in the South Bronx, developers sipping Puerto Rican moonshine listened as a local official urged them to capture a new U.S. tax break by rebuilding the decaying neighborhood. In Alabama, a young lawyer...

Adviser advocates seek tax breaks for advisory fees, business revenue

January 9, 2019

Adviser advocates are playing a long game in trying to secure tax changes that would benefit investors and the advisers who serve them. Charles Schwab & Co. Inc. and the Investment Adviser Association are beginning the new Congress where they...

Early planning of qualified charitable distributions produces better tax results

January 8, 2019

The use of qualified charitable distributions, or QCDs, from individual retirement accounts has ballooned, but tax savings opportunities are still being lost because of some basic misunderstandings about how the QCD rules work. Plan these out...

IRS will pay tax refunds during government shutdown

January 7, 2019

The Internal Revenue Service will issue refunds to taxpayers even if the U.S. government shutdown extends into the filing season, a decision that may reduce political pressure on Congress and President Donald J. Trump to reach a deal to reopen...

Surprise tax hit awaits investors in hedge funds

December 20, 2018

A surprise tax blow could be looming for investors in hedge funds such as Point72 Asset Management. President Donald J. Trump's tax law curbs the coveted deductions that most businesses were allowed to take for the interest they pay on loans....

New tax laws invite strategic sidestepping

December 17, 2018

President Donald J. Trump pledged that his tax law would kill off breaks and complex loopholes for the wealthy. Instead, the overhaul has ushered in a new generation of maneuvers that taxpayers can exploit before Dec. 31 to minimize next year's...

Tax reform can be a growth engine for your advisory firm

December 13, 2018

Business 101 teaches us that in order to grow a business, you need to continually iterate, providing products or services that solve problems and meet the needs of consumers. For millionaire investors, one of the things we found that they needed...

Top 3 planning moves for advisers under new tax law

December 13, 2018

The 2017 tax overhaul has led financial advisers and other tax advisers to substantially restructure clients' financial plans, primarily in three areas: charitable giving, business structure and estate plans, according to a new survey. A poll...

3 big reasons to do a Roth conversion right now

December 10, 2018

Lower tax rates, a slumping stock market and the time of year offer pristine conditions for financial advisers to do a Roth conversion with clients. Roth conversions allow clients to convert all or a portion of their traditional, pretax individual...

A younger spouse can lower required minimum distributions

December 10, 2018

Here's one I haven't heard before. I received a question from a financial adviser wondering if he could help his client reduce his required minimum distribution burden and the resulting tax on his $2 million individual retirement account by...

Tax law dilutes this important break after year-end

November 30, 2018

The 2017 tax law has made planning around medical expenses by the end of this year imperative for financial advisers. The law, which overhauled the tax code for individuals and corporations, made it easier for Americans to claim a deduction...

Banks continue to unload munis in third quarter

November 29, 2018

Some of the biggest U.S. banks have continued to reduce their exposure to state and local government debt, slashing such holdings by $3 billion during the third quarter, after the federal corporate tax cut weakened the appeal of the securities....

Tips for taking year-end client meetings to the next level

November 28, 2018

In the final months of 2018, many financial advisers will be planning year-end check-in meetings with their clients. There are key investing strategies and considerations that are commonplace discussion items in these meetings, such as annual...

For some women, widowhood produces a windfall — and plenty of headaches

November 17, 2018

Because of women's longer average lifespans and likelihood of widowhood, most discussions about women's retirement planning tend to focus on the financial risks of aging alone and the fact that single women over the age of 65 are more likely...

3 last-chance retirement moves for 2018

November 12, 2018

Most clients are aware that their required minimum distributions, or RMDs, generally must be withdrawn by year-end. But here are three more retirement tax moves advisers should remind clients about before the year closes. Complete rollovers...

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