The Assets: Tax planning
February 12, 2018
Loss of Roth 'Mulligans' Seen as Planning Crimp
New IRS ruling gives conversion strategies a reprieve, but only temporarily.
Last Comment: February 16, 2018
February 8, 2018
In Demand: Nonprofits Seek Advice Amid 'Brutal' Market Reforms
With donations expected to crater, veteran FAs report jump in requests for their help.
February 7, 2018
IRS Pass-Through Tax Confusion Spells Opportunity for Advisors
Financial professionals are looking at ways to maximize new 20% deduction for pass-throughs.
January 30, 2018
Why Munis Won't Matter Anymore to Many HNW Clients
State and local tax caps seen as dulling appeal of some tax-exempt bond funds.
Last Comment: February 2, 2018
January 23, 2018
Top 1% of Income Earners to Get $50K Tax Cut
HNW individuals to get biggest savings under new law, while many “middle-America” households may see taxes rise.
January 22, 2018
FAs Warn HNW Clients: Key Tax Exemptions End for Munis
While tax-favorable status largely remains, not all types of municipals will be spared.
January 19, 2018
Tax Law Creates Challenges and Opportunities for FAs
New law’s temporary nature makes long-term planning difficult, but changes are likely to push up demand for advice.
January 16, 2018
RIAs Unite to Lobby Washington For Fairer Deal
Some advisors believe their businesses are being treated unfairly by the latest tax bill.
January 9, 2018
What FAs Must Do in Light of the New Tax Bill
Changes at both income and corporate tax levels mean advisors will need to reassess their clients’ financial pictures.
January 4, 2018
FAs Should Review Client Taxes Early in 2018
The GOP tax reform means advisors should help clients determine optimal tax strategies.