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Harvest losses without hurting alpha

November 1, 2009

Most money managers who strive to be tax-efficient harvest losses year-round. A 2001 study by First Quadrant LP, a global institutional money manager, found that continual loss harvesting can add 80 basis points annually to an indexed investor's...

Investors and Obama's tax plan

May 31, 2009

The Department of the Treasury's recently re-leased “Green Book” describes in detail the revenue proposals contained in the president's budget for fiscal-year 2010. Some proposals are simply the scheduled sunset of the Bush tax cuts. For example,...

When is a dividend not a dividend?

May 3, 2009

Some dividends aren't dividends at all. Sometimes they are a distribution known as a return of capital, which are actually returns of an investment instead of returns on an investment. There is much confusion about these payments because many...

Democrats have a game plan for taxing the rich more

February 20, 2019

As U.S. Democrats lay the foundation of their bid to unseat President Donald J. Trump in 2020, raising taxes on the rich is emerging as a central theme for a party being pulled to the left by its invigorated self-described progressive wing....

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...

Trump's tax blueprint opaque on fate of deferrals for retirement savings

September 30, 2017

A faint cheer​ could be heard all over the nation from financial advisers who structure their businesses as pass-through entities when the Republican tax-reform framework was released last Wednesday. For the highest-income advisers, it would...

Estate plans require a fresh look

November 29, 2015

Significant tax law changes mean it's time to dust off your estate plan. Long-term capital gains tax rates now range from 25% to 33%, with the combination of the top federal, state and local rates and the Medicare surtax. This hike in capital...

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...

5 tips for people who don't have the money to pay their tax bill

March 21, 2019

As the Internal Revenue Service's April 15 deadline for filing 2018 U.S. personal income tax returns approaches, some taxpayers will find themselves short of the amount they need to pay their tax bill. Miron Lulic, founder and CEO of SuperMoney,...

Some year-end tax strategies to consider

December 14, 2014

When is the best time for clients to fund their retirement plans? One has until April 15, 2015 to contribute to their retirement plan for 2014, but is that optimal? A report from the Vanguard Group Inc. sheds new light on the issue. Vanguard...

Kiddie tax rules can catch both advisers and investors by surprise

August 23, 2017

When your clients hear the term "kiddie tax," they might think of an introduction to personal finance class at their children's elementary school. But as many of us have learned, it's actually an all-too-real tax on a child's investment and...

Inversions the latest tax-cutting strategy

September 21, 2014

It's not often that a tax story gets front page treatment but the movement to erode the U.S. corporate tax base has taken center stage. We've read about inversions, where an American company and a foreign firm combine and the non-U.S. company...

When it comes to paying taxes, the rich are different

January 25, 2019

If Democrats want the wealthy to pay more into the U.S. Treasury, they'll need to contend with one fact: the rich are very good at dodging taxes. The top 0.1 percent have become expert in shifting and relabeling their income in response to tax...

Managing tax brackets a potent tool

June 15, 2014

Now that we again have so many tax brackets, it's time for a refresher on what these brackets are and how to make the most of them. If a married couple had taxable income of $150,000, they would be in the 28% tax bracket. However, only $1,150...

Out-of-state trusts may lose appeal

May 18, 2014

Over the past few years, we have been asked on numerous occasions about the tax benefits of holding your investments in a trust situated in a state that has no income tax, such as Nevada or Delaware. This might sound very much like the activity...

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...

Tax considerations when gifting stock

June 19, 2019

Gifting stock to friends and family members can be tricky — there are several ways investors can get tripped up and make a poor decision from a tax standpoint. Below are some considerations for financial advisers to ensure their clients are...

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...

The best way to play Kinder Morgan

June 16, 2013

Recently there have been lots of articles written about the “kinder” (German for children) of Kinder Morgan. There is Kinder Morgan Energy Partners LP (KMP), Kinder Morgan Management LLC (KMR) and Kinder Morgan Inc. (KMI). Kinder Morgan...

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...

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