The Assets: Tax planning
March 25, 2019
UBS, Morgan Stanley and Others Add OZ Tax-Break Vehicles to Wealthy Client Offerings
The wirehouses have taken their time vetting options in this complex and changing new investment area.
March 13, 2019
IRS Signals New OZ Tax Break Details to Come Shortly
Critical information on the scheme may be available as early as two weeks from now.
March 11, 2019
Finra Extends Self-Reporting Deadline on 529 Plan Violations
Self-regulator has also put out guidance on an initiative launched in January.
March 8, 2019
Re-Examining Charitable Giving Strategies Could Reap Big Tax Rewards for Clients
Best tax practices for charitable clients have changed.
March 5, 2019
Auto-IRA Bill Passes New Jersey State Assembly
If signed into law by the state’s governor, the bill would set up IRAs for private-sector employees without workplace retirement plans.
February 28, 2019
New Tax Code is Hurting Philanthropy, Study Suggests
Charitable giving grew just 1.6% in 2018, and donations under $1,000 dropped 4%.
Last Comment: March 3, 2019
February 19, 2019
Investors Unearth Worrying Concerns in Opportunity Zone Tax Treatment
Overflowing crowd at DC meeting meant interested parties were turned away at the door, IRS says.
February 6, 2019
How the 0.1% Lose Their Money, According to Family Offices
Some family office professionals say one of the biggest mistakes the ultra rich make is not trusting their family office enough.
February 4, 2019
New Tax Shelter Rules Might Move Forward Too Late Due to Government Shutdown
Lawmakers and financial advisors alike are lobbying for greater definition and flexibility in new Opportunity Zone investment program.
February 1, 2019
Merrill Lynch Asks Court to Toss Class-Action Alleging "Misleading and Deceptive" Marketing
The wirehouse claims there's no merit to the lawsuit filed in Maine.