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Why their 2018 tax bill could catch clients off guard

March 29, 2018

Most Americans will owe less in taxes as a result of President Donald Trump's overhaul of the U.S. tax code, but in a few jurisdictions, about one in 10 will be paying more, according to an analysis released Wednesday by the Tax Policy Center....

Use tax management with retirement accounts

March 28, 2018

As we approach tax deadline day on April 17, your clients may have a number of questions for you. Some are easy. "Can I deduct the cost of 12 boxes of Girl Scout cookies I bought?" (No.) "Will you back my claim for 14 dependents?" (No). But...

6 ways to leverage tax reform in your marketing strategy

March 26, 2018

After months of deliberation, our government passed the largest tax overhaul in over 30 years: the Tax Cuts and Jobs Act of 2017. Whether you agree with the changes or not, the public will need advice on how to manage their finances under the...

Investment Adviser Association, Schwab press lawmakers for tax-reform adjustments to help advisers

March 22, 2018

Advocates for investment advisers are pushing for changes to last year's sweeping tax-reform legislation that they say will benefit advisers and their clients. The Investment Adviser Association and Charles Schwab & Co. Inc. recently launched...

Higher estate-tax exemption level could mean less work for advisers

March 22, 2018

For most financial advisers, the tax-reform package has at least temporarily taken estate planning off the table by raising the estate exemption to a level that only affects one-tenth of 1% of taxpayers, or about 1,000 taxpayers per year. "This...

Bunching expenses is one way to recover benefits lost under tax reform

March 12, 2018

With all the changes to the rules regarding tax deductions included in the most recent tax reform act, taxpayers and their advisers are looking for ways to recapture some of the tax benefits that were lost. It could be that the best strategy...

Don't know if you qualify for 20% pass-through deduction? You're not alone

March 12, 2018

Congressional Republicans created a juicy new tax break for business owners when they rewrote the U.S. tax code late last year. Three months later, hundreds of thousands of U.S. employers still don't know if they qualify. The Internal Revenue...

Advisers use tax planning as a hook to find more clients

March 9, 2018

Most tax professionals will acknowledge that the eight weeks leading up to April 15 is the most exhausting time of year. But some financial advisers are still willing to jump into the grind of tax season because it represents a near-certain...

Tax law: How to get the pass-through deduction by reducing taxable income

March 7, 2018

The pass-through provision in the new federal tax law has some financial advisers salivating over a potentially substantial tax break. However, the 20% deduction on pass-through business income doesn't apply to all taxpayers equally. Because...

High-income professionals could exploit a tax loophole designed for farmers

March 6, 2018

Highly paid professionals including investment managers, doctors and lawyers are eyeing a loophole in what's supposed to be a mom-and-pop benefit of the new tax law as a way to supersize their savings. The loophole lies in the law's 20% deduction...

US Treasury, IRS seek to close loophole sought out by hedge-fund managers

March 2, 2018

The U.S. Department of Treasury and the Internal Revenue Service issued guidance seeking to close a loophole that hedge-fund managers had been trying to exploit to avoid paying higher taxes on carried-interest profits. The guidance informs taxpayers...

Why cryptocurrency could be your worst tax nightmare

February 23, 2018

Investors peppered wealth managers with questions about bitcoin throughout 2017 and the cryptocurrency soared in value and mainstream awareness. While most professionals did not recommend buying the volatile asset, many clients took the plunge...

New tax law provides opportunity for tax-rate arbitrage on Roth IRAs

February 15, 2018

The new, lower 2018 tax rates have made Roth IRA planning more valuable for your clients. These lower rates provide a limited opportunity to help some clients profit from tax-rate arbitrage by capitalizing on the spread between 2017 and 2018...

Donald Trump's tax law could worsen pain of divorce according to new survey

February 15, 2018

President Donald Trump's tax law could make divorce an even more miserable experience, according to a new survey of the nation's top matrimonial attorneys. Almost two thirds of respondents said they expect divorce negotiations to become more...

New tax law could increase pension risk transfers

February 14, 2018

Pension risk transfers are poised to pick up this year as employers race to meet a tangential deadline imposed by the new tax law. A pension risk transfer allows employers to offload the risk associated with their defined-benefit plans to an...

Tough tax season for victims of Social Security hack

February 13, 2018

As if discovering that someone fraudulently claimed Social Security benefits on your account wasn't bad enough, victims of recent identity theft now have to contend with another bureaucratic headache: 1099 forms documenting reportable income...

Tax bill's implications for retirement planning

February 8, 2018

The Tax Cuts and Jobs Act, passed into law in late 2017 and mainly taking effect in 2018, will be transformative for many Americans and businesses. For the most part, tax laws relating to retirement plans and retirement planning were left alone,...

New tax law offers opportunities for advisers and retirees

February 7, 2018

The most sweeping tax reform in a generation may have begun under the guise of simplification, but the application of the new tax rules will be anything but simple for financial advisers and their retired clients. The Tax Cuts and Jobs Act that...

Why the new tax law amounts to a 'stealth' tax increase

February 7, 2018

The new tax law changes how the federal government adjusts certain measures in the tax code for inflation, which could cost advisers' clients substantially over the long term. The change also could signal how lawmakers will elect to treat certain...

Pass-through provision could inspire creative tax planning

February 5, 2018

If exploiting a tax loophole is as much an art as a science, then the tax planning profession is poised for a creative renaissance. The inspiration is the tax law signed by President J. Donald Trump in December. The patrons are affluent Americans...

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