Results for "tax"

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The silver lining of a casualty loss: The tax deduction

September 12, 2019

The East Coast got another reminder of the destructive force of severe weather from Hurricane Dorian. Residents of the Carolinas and elsewhere are now dealing with the aftermath, as the strong winds and flooding caused significant damages to...

Rollovers are all bad! Use only direct transfers

September 5, 2019

"When you throw the ball, three things happen and two of them are bad." — Attributed to Woody Hayes (maybe); could also be Darrell Royal, Bernie Moore, or even Gen. Robert Neyland, no one really knows "When you do a rollover, three things...

Time is running out on opportunity zones — but there's limited choice

September 5, 2019

Time is running out to get the biggest tax break from opportunity zones, but there's one snag for financial advisers: They don't see a lot of compelling investment options for clients. "The deals haven't worked out to be that great," said Leon...

Doing the right due diligence when investing in ETFs

September 4, 2019

Instead of researching individual issues or trying to find highly ranked active mutual fund managers, many advisers now often choose a few broad ETFs to track the entire equity and/or fixed-income market and then add selected, narrower ETFs...

Lyft founders giving more than 1.5 million shares to donor-advised fund

August 30, 2019

Lyft Inc.'s co-founders are donating more than 1.5 million shares of the company to the National Philanthropic Trust, one of the largest operators of donor-advised funds, a controversial type of charity. The founders, Logan Green and John Zimmer,...

Wills of Jeffrey Epstein, Aretha Franklin raise questions of legitimacy

August 26, 2019

While they couldn't have been any more different as people, as news reports continue to trickle out about the estate of Jeffrey Epstein and that of Aretha Franklin, one thing is becoming clear: They both had unconventional wills. That lack of...

5 reasons to keep some funds in traditional IRAs, even for Roth IRA lovers

August 19, 2019

Should clients convert all of their individual retirement accounts to Roth IRAs? The long-term benefits of tax-free accumulation and no lifetime required minimum distributions make a persuasive case to go all in on the Roth IRA. However, even...

IRS sends second round of warnings to crypto investors

August 16, 2019

Some cryptocurrency investors are receiving a new round of letters from the Internal Revenue Service telling them that their federal tax returns don't match the information received from virtual currency exchanges, a new front in the agency's...

Fee-based annuities still require caution, despite IRS olive branch

August 14, 2019

Financial advisers who use fee-based annuities are likely celebrating after the Internal Revenue Service extended an olive branch last week, ruling favorably on how advisers can charge for annuity advice. But registered investment advisers should...

This new tax rule could be a 'recession bomb'

August 13, 2019

A new rule imposed by the 2017 tax law could prove troublesome for businesses and their owners — as well as the broader economy — in the next recession. The tax law changed provisions around "net operating loss," a part of the tax code that...

IRS delivers 'game changer' for fee-based annuities

August 9, 2019

The Internal Revenue Service has issued a tax ruling that may quickly boost the use of annuities by registered investment advisers with clients, by knocking down what many saw as the primary road block to their uptake. The IRS furnished a private...

Wealthy clients likely missed out on pass-through tax deduction

August 8, 2019

Wealthy clients of financial advisers likely missed out on the lucrative new pass-through tax deduction in the most recent tax filing season. Of the more than 14 million taxpayers who claimed the pass-through deduction this year, the vast majority...

Recession indicator pushed to highest alert since 2007

August 5, 2019

The latest eruption in the U.S.-China trade dispute pushed a widely watched Treasury-market recession indicator to the highest alert since 2007. (More:​ Advisers investing in technology to prepare for possible recession, Schwab study finds)...

Advisers resist SECURE Act provision to limit inherited IRAs

August 2, 2019

Major retirement-savings legislation working its way through Congress mostly draws praise, but investment advisers are concerned that a provision in the bill that would limit inherited individual retirement accounts will hurt their clients....

IRS takes on cryptocurrencies

August 1, 2019

The Internal Revenue Service is going after more than 10,000 cryptocurrency holders who failed to report income and pay taxes, and not a single person should be surprised. Skirting the law isn't a bug in bitcoin, ethereum, litecoin or any of...

Crypto tax avoiders face IRS roulette: Confess, or try to hide

August 1, 2019

More than 10,000 cryptocurrency investors face a decision as they open letters from the Internal Revenue Service informing them that they may owe taxes on their digital holdings. Should they quickly file amended tax returns correcting prior...

IRS is tracking down 10,000 cryptocurrency owners who may have failed to pay taxes

July 26, 2019

The Internal Revenue Service is warning more than 10,000 holders of cryptocurrency that they may be subject to penalties for skirting taxes on their virtual investments. The IRS has begun sending letters to taxpayers who potentially failed to...

Schwab Charitable pegs 33% rise in grants to market strength, tax changes

July 23, 2019

Schwab Charitable said it facilitated over $2.4 billion in grants to over 83,000 charities during its 2019 fiscal year, attributing the results in part to current market valuations that can provide tax benefits to those making donations. That...

Elizabeth Warren declares war on private equity 'vampires'

July 18, 2019

Elizabeth Warren unveiled a policy proposal Thursday to slap new rules on private equity and "useless speculation" on Wall Street while rolling back President Donald J. Trump's deregulation of the financial industry. A centerpiece of her "economic...

Battle against SALT deduction reignited by lawsuit

July 17, 2019

New York, New Jersey and Connecticut are again suing President Donald J. Trump's administration over a provision in the 2017 tax law that limited write-offs for state and local taxes. The lawsuit filed Wednesday asks a court to stop recent Internal...

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