The Assets: Tax planning
January 23, 2019
Clients’ Charitable Giving Slumps Following Trump’s Tax Code Changes, Market Volatility
FAs say there were fewer donations to charities in 2018 compared to the previous year.
January 18, 2019
Potential Tax Season Headache for FAs, Thanks to Government Shutdown
The Internal Revenue Service says it will process refunds but they may be late. Experts add customer service will be slow.
January 11, 2019
Big Push Comes for FA Fee Tax Breaks and Pass-Through Income
But advisor advocates face an uphill battle with legislators.
January 10, 2019
Despite Shutdown, IRS Will Issue Tax Refunds
Agency wasn’t permitted to do so during previous shutdowns but isn’t likely to be challenged this time.
January 9, 2019
Government Shutdown Halts Critical Meeting on New Tax Shelter
Investors worry they might trigger capital gains without knowing how to use the new "Opportunity Zones."
January 4, 2019
Dakota Wealth Buys Tax and Consulting Firm
The acquisition is Dakota Wealth’s third in eight months.
December 27, 2018
'Tis The Season … to Discuss Charitable Giving with Your Clients
The holiday season inspires charitable donations, and FAs should bring it up with their clients.
December 21, 2018
Wells Fargo UHNW Unit Plans Big Play for Trump's New Tax-Shelter Vehicle
Abbot Downing is planning its strategy to use the so-called Opportunity Zone investment vehicles.
December 20, 2018
Ric Edelman To Advisors: Have the Death Talk with Clients Now
Telling clients about the implications of inaction often encourages them to engage proactively in the estate planning process, he says.
December 14, 2018
Trump’s Latest Order Aims to Jump-start Tax-Shelter Investments
FAs think Qualified Opportunity Zones could be big for UHNWs … if they’re properly defined and understood.