Displaying 8 results
Avantax strikes deal for $760M wealth business
The firm best known for its integrated tax expertise is expanding its book as it snaps up a like-minded practice in Texas.
Nearly half of US filers put off tax prep
A survey of more than 1,000 US adults offers glimpses of tax stress and procrastination as the April filing deadline looms.
Shocker: Wealthy Americans tend to flee high-income tax states
Study spanning 110 years confirms high earners, faced with too-high tax hikes, migrate to more tax-friendly jurisdictions.
Forget relationships, complex services are top of mind for HNW clients
Advisors say estate planning and tax planning are key areas of interest for such clients.
Roth IRAs, 401(k)s for all? Not so fast, advisors say
While Ed Slott urged readers to stop contributing to traditional tax-deferred accounts, others take a more nuanced view.
Savant Wealth Management acquires two Iowa-based financial firms
The deals push Savant's assets to $12.4 billion while moving it forward on its five-year growth plan.
Tax considerations when gifting stock
Before gifting stocks to friends and family, investors and advisors should consider the tax implications.
Tax planning for the wealthy would get more difficult under a Clinton presidency
The Democratic presidential nominee is proposing higher taxes on Americans who make more than $250,000, including a 4% “fair share surcharge” on incomes over $5 million a year.
