Displaying 230 results
Edelman Financial Engines acquires tax-oriented firm
Viridian Advisors, an $846 million RIA, will bring CPAs and tax expertise to Edelman.
Congress, stop the madness and eliminate RMDs
The proposed SECURE 2.0 legislation seeks to raise the age for required minimum distributions, but that will create more problems than it solves.
Market watchers say inflation risk is real
The Biden administration's record-setting government spending is seen as a path to higher inflation.
Taxes are a fact, but should they be a factor?
One should always model and prepare for changes to the current reality, but the idea of moving money today based on an unknown reality seems a clear abrogation of duties.
Biden tax proposal draws ire from financial advisers
The idea of hiking taxes on capital gains from the current top rate of 23.8% is viewed by some as a trial balloon to test levels of support and resistance. The top tax rate would apply to those with annual incomes of at least $1 million, which is about 500,000 American taxpayers.
The latest in financial #AdviserTech — April 2021
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
Fund manager finds way around capital gains distributions
Huber Capital Management borrows a page from the exchange-traded fund industry to protect mutual fund investors from taxes.
Preparing for higher taxes
Tax-related advice is one of the few areas where advisory expertise so clearly and quickly shows its worth.
Biden tax talk seen driving RIA M&A activity
The record deal volume in the first quarter is being attributed to multiple factors, not the least of which is President Joe Biden's threats to hike capital gains taxes.
IRS delays tax deadline to mid-May
The change comes after calls from accountants and leaders in Congress to delay the due date as new legislation and pandemic-related work changes disrupt taxpayer plans.
Use this philanthropic giving tool for impact investing
Donor advised funds can be used to support increasingly popular impact investing.
Politics and stock surges: Investment experts weigh in
What’s top of mind for investment pros as 2021 kicks off, ranging from Biden administration policies to the GameStop stock market volatility.
What clients won’t see on this year’s 1099-R form
Be ready to help worried clients (and their accountants), who will be calling you about 'mistakes' on their 1099-Rs regarding distributions from their IRAs. What they'll be calling about won’t be what’s on their form, but rather what’s not on there.
Delaying RMDs would have minimal tax impact, study finds
TIAA Institute research paper finds that even eliminating RMDs would have little effect on government revenues and says the effect on retirees depends on whether they have a bequest motive.
5 retirement planning resolutions for 2021
Learning from the lessons of 2020 and taking action to improve their retirement planning should be a key focus for advisers in 2021.
January is the new December for charitable contributions
Qualified charitable contributions can help offset the tax bill from required minimum distributions — but only with the right timing
‘Adoption is the next innovation’: Forecasting fintech in 2021 and beyond
The use of new technologies and solutions will mean fundamental shifts in the financial services industry
Keeping clients’ retirement plans on track amid uncertainty
Your guidance can help clients focus on the fundamentals when making financial decisions, regardless of the markets, the economy or partisan politics
J.P. Morgan Asset Management to acquire fintech 55ip
The acquisition will expand access to model portfolios and automated tax management technology for J.P. Morgan Asset Management's network of advisers
Congress blasts IRS for limiting tax breaks for firms with forgiven PPP loans
Sens. Grassley and Wyden criticize new IRS guidance that prohibits businesses from writing off expenses they covered with money from forgiven loans
