The Assets: Tax planning
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.
December 4, 2018
New Trump Tax Shelter Needs More Detail, Experts Warn
Opportunity Zones won’t attract investors without clearer guidelines, accountant group says.
November 26, 2018
My Merrill Lynch “Grand Experiment:” Breakaway Advisor Reveals Reasons for Curious Move
Why did this veteran advisor join Merrill Lynch for just two years mid-career?
November 19, 2018
Estate Plans Don’t Grant Superpowers, But They Do Protect Client Assets
Estate planning is important, but beginning the conversation with clients can be hard, FAs claim.
November 16, 2018
What a Democrat-Controlled House Means for Taxes
The 2017 Tax Cuts and Jobs Act might be re-litigated in the House Ways and Means Committee.
November 13, 2018
“Roth IRA for the Rich” Could Erase Capital Gains Tax Liabilities – and Family Offices Are Loving It
While as yet untested, many think QOZs are a boondoggle for the ultra-wealthy.
November 12, 2018
FAs Are Making Critical Mistakes in IRAs, Expert Warns
Advisors who avoid these IRA mistakes may save their clients boatloads.
Last Comment: November 13, 2018
November 5, 2018
Tax Efficiency is a Big Factor in How This Top Advisor Allocates Client Assets
Final part of a six-part series probing the concerns of American investors.
October 23, 2018
Wealthfront Mints a Partnership to Turbo-Charge Client Access
Users of Intuit’s TurboTax and Mint software will be able to pre-populate account information from their tax data.
October 17, 2018
Social Security Cost-of-Living Adjustments May Not Be Enough, Warns Lobby
The SSA is making a 2.8% cost-of-living increase for beneficiaries, but healthcare costs, among others, are rising faster than inflation, according to the AARP.