Results for "tax"

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This strategy can double your estate-tax exemption

May 20, 2019

Financial advisers who want to maximize a wealthy client's tax-free estate have a simple yet often overlooked strategy handy that essentially doubles the amount avoiding taxation at death. The strategy, called portability, applies to married...

Ed Slott: How tax reform impacted popular IRA strategies

May 17, 2019

A month out from the end of tax season, and the effects of tax reform on financial advisers and their clients are increasingly coming into focus. InvestmentNews sat down with Ed Slott, a tax expert and founder of Ed Slott and Co., to discuss...

Ladenburg looking at student loans, impact investing, health care for future fintech investments

May 17, 2019

To help advisers at its subsidiary firms stay current with the socioeconomic trends shaping the future of the financial advice industry, Ladenburg Thalmann brought together 75 forward-thinking, growth-oriented advisers for its second Innovation...

Mohamed El-Erian puts Democratic tax proposals in perspective

May 7, 2019

With nearly two dozen Democratic candidates now running for president, many of the contenders are trying to stand out from the crowd by proposing various forms of tax hikes on the wealthy and tax breaks for those who aren't yet wealthy. For...

Conflicting tax information creates 'nightmares' for some investors

May 6, 2019

Brokerage firms are sending tax statements to clients and the IRS with information that differs from the taxes investors ultimately owe, leading some filers to appear to owe tax on profits they never made. The federal tax code contains two sets...

As U.S. billionaires live longer, more wealth managers roll out estate and succession planning

May 3, 2019

When Tom Benson died last year at the age of 90, he left behind a sprawling empire that included two professional New Orleans sports teams and a group of car dealerships. Unfortunately for him, he spent some of the last years of his life squabbling...

Do you know how to calculate after-tax returns?

May 1, 2019

Focusing on investment taxes all year — not just in April — can make a material difference in successful after-tax outcomes. In my discussions with both advisers and investors, I often see confusion about how to calculate after-tax returns...

Millionaires flee homelands as tensions rise, taxes bite

April 30, 2019

The world's wealthy are increasingly on the move. About 108,000 millionaires migrated across borders last year, a 14% increase from the prior year, and more than double the level in 2013, according to Johannesburg-based New World Wealth. Australia,...

Muni funds land a year's worth of cash in four months

April 25, 2019

It's only four months into 2019, and already mutual funds that invest in state and local-government debt have raked in more cash than they usually do in a year. Investors added $1.1 billion to such funds in the week ended April 17, the fifteenth...

Higher tax bills following reform surprise clients

April 23, 2019

Investment advisers say their clients were surprised by higher tax bills and lower refunds this year, a shock increased by their expectations of less pain due to tax reform. Under the 2017 tax reform law, marginal tax rates were cut and the...

Trump's rules for opportunity zones satisfy investors' wish lists

April 18, 2019

There's plenty of enthusiasm for new U.S. tax breaks for investing in low-income communities designated as opportunity zones. But many people have delayed spending because of uncertainty about how the incentives will work. The Trump administration...

Most Americans got a tax cut and didn't notice

April 15, 2019

Republicans passed a sweeping tax cut for two-thirds of Americans in 2017, saying it would pay for itself and the American public would thank them. Now, as Americans finish filing their taxes to the IRS for the first time under the new system,...

Tax Cuts and Jobs Act takeaways

April 12, 2019

The Tax Cuts and Jobs Act was enacted in late 2017 but individuals are now grappling for the first time with many of its temporary provisions as they prepare their 2018 income tax returns. Wealthy donors may be eyeing the chance to pass more...

'Wall Street Tax Act' will land on Main Street investors

April 11, 2019

Last month, Sen. Brian Schatz, D-Hawaii, and Rep. Peter DeFazio, D-Ore., introduced the Wall Street Tax Act in the Senate and the House, respectively. The bill would level a tax of 10 basis points (or 0.1%) on the value of the securities transferred...

Few rush to invest in opportunity zones

April 10, 2019

Investors eyeing President Donald Trump's Opportunity Zones face a ticking clock if they want to fully capture one of the biggest tax breaks in decades. But few so far seem ready to make the leap. Tucked into the 2017 tax overhaul, Opportunity...

5 things clients learned about Roth conversions this tax season

April 9, 2019

This tax season was the first under the new tax law, the Tax Cuts and Jobs Act. Roth conversions were one of many areas where the actual impact of the changes was seen firsthand as 2018 tax returns were prepared. Here are five items that surprised...

Top Democrat proposes revival of plan to eliminate capital gains loopholes

April 3, 2019

The top Democrat on the Senate Finance Committee, Ron Wyden, is reviving a plan that would tax wealthy individuals annually on their investments, instead of when those assets are sold. (More:​ Financial advisers take issue with Democratic...

Top reasons to file a tax extension

April 2, 2019

With less than two weeks to go before the annual April 15 tax-filing deadline, many people are still gathering the necessary financial records or scrambling to come up with the cash needed to pay their tax bill. But neither excuse is a sufficient...

Illinois governor pushes to replace flat tax

April 2, 2019

Illinois Governor J.B. Pritzker is targeting the richest residents in a push to raise more revenue for his cash-strapped state. It may help that the billionaire Democrat would have to pay more taxes, too. Mr. Pritzker, an heir to the Hyatt Hotels...

Treasury cuts penalties for taxpayers confused about withholding

March 22, 2019

The Treasury Department is again reducing penalties for taxpayers who didn't pay enough of their tax bill throughout the year. Taxpayers who paid at least 80% of their estimated tax liability for 2018 through paycheck withholding or quarterly...

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