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Don't confuse old tax rules with new ones when selling a home

October 25, 2018

When the first versions of the Tax Cuts & Jobs Act were released last year, Congress looked to rework the rules on the sale of a personal residence. By the time the bill was finalized, however, all those proposed changes were eliminated. So...

Homebuyers in New York's most posh county take shelter in multifamily houses

October 11, 2018

The highest property taxes in the nation and new federal limits on deductions have scared many homebuyers from New York's tony Westchester County. Now, some have discovered a workaround — buy multifamily. Purchases of two- to four-family houses...

Alternative minimum tax a casualty of tax reform nobody will miss

August 24, 2018

The tax reforms enacted under President George W. Bush in 2001 and 2003 were highlighted by cuts to ordinary tax rates at all income levels. However, the savings from those cuts were muted for many taxpayers because the alternative minimum tax...

NFL teams in high-tax states risk talent drain

October 19, 2018

If your favorite NFL team doesn't make it to the playoffs, President Donald J. Trump's tax overhaul might be in part to blame. The 2017 law could put teams in states with high personal income tax rates at a disadvantage when negotiating with...

IRS unveils rules for capital gains tax breaks in so-called opportunity zones

October 19, 2018

The Internal Revenue Service unveiled proposed regulations Friday for what Treasury Secretary Steven Mnuchin says could be a $100 billion investment opportunity for real estate and businesses in distressed areas. The rules provide investors...

5 year-end tax planning strategies

October 29, 2018

As the end of 2018 approaches, the new tax laws will make year-end tax planning more complicated than usual. In spite of the complexity, there are several moves you can make for your clients to minimize their upcoming tax liabilities without...

When markets fall, will your clients remain calm or panic?

October 29, 2018

As a financial planner, financial adviser or wealth manager, you build carefully crafted investment portfolios for clients and then monitor them over time. That, it turns out, can be the easy part of the adviser-client relationship. The bigger...

The midterm elections: What's at stake for financial advisers

October 13, 2018

As voters head to the polls in three weeks, the fate of many issues affecting financial advisers will hang on the outcome. If Democrats gain control of the House of Representatives in November's midterm elections — as is widely predicted —...

Taking advantage of opportunity zone investments for tax breaks requires high risk tolerance

October 22, 2018

A federal program designed to encourage capital injections into economically distressed areas could be a good option for investors sitting on a lot of capital gains and possessing high risk tolerance, according to advisers and other experts....

Wining and dining are still tax-deductible, says IRS

October 3, 2018

The Internal Revenue Service is giving businesses a tax break they thought they had lost in the tax overhaul last year — write-offs for wining and dining clients. The agency said Wednesday companies can still deduct 50% of meals while entertaining...

The Trump family used this strategy to save on taxes

October 3, 2018

President Donald J. Trump and his family supposedly saved on taxes by using a particular kind of trust — a grantor-retained annuity trust, or GRAT. Just what is a GRAT and why is it used? At a high level, GRATs are complex vehicles used to...

New Jersey sets up rules to work around SALT deductions cap

September 25, 2018

New Jersey has set the rules for how residents can make an end run around the $10,000 federal limit on state and local tax deductions — even though the Internal Revenue Service is trying to shut it down. Towns, counties and school districts...

Super-rich are piling up wealth in black-box charities

October 3, 2018

It's all the rage in charitable giving — and it's actually got some charities worried. Donor-advised funds — money that grows tax-free in individual accounts — are reshaping the landscape of U.S. philanthropy. After creating their account,...

Estate and tax experts weigh in on Trump report

October 3, 2018

It's not every day an estate and tax planning story makes the front cover of a national newspaper, but many financial services professionals spent the last 24 hours reading through a lengthy report from The New York Times on strategies that...

Top 10 overlooked tax deductions

October 26, 2017

As the year winds down and the process of gathering documents for 2017 tax filing gets under way, many advisory clients skip over deductions that can add up to hundreds of dollars. Here are the top 10 tax deductions taxpayers are overlooking,...

Trump vows to make changes to tax plan

October 10, 2017

President Donald Trump said Tuesday he plans to make changes to his tax plan within the next few weeks, while dismissing concerns that his public spat with Senator Bob Corker would scuttle an overhaul. "We'll be adjusting a little bit over the...

How over-emphasizing tax deductions can get your clients into trouble

May 22, 2017

Now that the tax season is over, this is perhaps the slowest time on the calendar for many financial advisers. Some big financial planning and tax-related decisions have just been made, and while other important ones loom, many clients prefer...

GOP tax battle looms over advisers and their clients

October 10, 2017

President Donald Trump and Republican congressional leaders unveiled a framework in September for far-reaching changes to the U.S. tax code. Now it's up to the House and Senate tax-writing committees to turn the framework into legislation that...

New tax rules strike fear into U.S. expat business owners

July 31, 2018

The four-employee business of Travis Baldwin, who hasn't lived in the U.S. for nearly a decade, is about to get hammered by a pair of tax provisions that were aimed at corporate behemoths like Microsoft Corp. A Republican law signed by President...

Deadline for disclosure of foreign bank accounts approaches, grace period narrows

June 14, 2016

In 2013, the Financial Crimes Enforcement Network (FinCEN) posted an online notice that released new FBAR rules and deadlines. The FBAR, or Form 114 of the Report of Foreign Bank and Financial Accounts, has been around since 1970, but it has...

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