The Assets: Tax planning
October 21, 2019
Trump Will Easily Win 2020 if Economy Holds Up, Economists Say
Three separate analytics groups predict a re-election of President Donald Trump next year.
October 15, 2019
Sifma Slams Democrats’ Proposed Financial Transaction Tax
The trade group says that the tax supported by presidential nominees Elizabeth Warren and Bernie Sanders would hurt individual investors.
September 24, 2019
Special Report: How to Use Tax-Advantaged Bonds to Maximum Effect
Municipal bond funds are surging in popularity this year at the expense of equities. In Part Two of our special report on fixed income, learn how they can benefit your clients’ portfolios.
July 18, 2019
SEC's Opportunity Zone Warning is "Prudent Reminder," Ex-Enforcement Lawyer Says
The watchdog apparently doesn’t want people to get ahead of themselves the way they did with initial cryptocurrency offerings.
July 15, 2019
Impact Investors Push for Increased Opportunity Zone Reporting Requirements
They also want Treasury-certified monitors to evaluate and certify the fund managers.
July 12, 2019
These New Tax Break Funds For the Rich Are Having Trouble Finding Investors
The regulatory regime lacks clarity and it's scaring people off.
June 25, 2019
Why This UBS Advisor Sees Opportunity Zone Funds Proving a Hit With Young ESG Investors
And a raft of extra reporting obligations won't dampen that demand, he thinks.
June 3, 2019
Potential Conflicts Could Turn Down Volume for New Tax Shelters’ Cheerleaders
Fund managers and investors might be at odds in new opportunity zone vehicle.
May 31, 2019
Here’s How You Win Hundreds of Prospective Tech Millionaires From the Wall Street Firms
There are about to be hundreds of tech multi-millionaires ripe for the picking as major IPOs loom.
May 28, 2019
Morgan Stanley Advisor Gave Bad Advice, Lawsuit Claims
The advice apparently involved how to deal with taxes on an inherited retirement account.