The Assets: Tax planning
October 19, 2020
A Biden Presidency Could Undo Decades-Old Tax Breaks for the Rich: Report
From the elimination of the obscure “step-up basis” to a higher capital gains tax, a win by Joe Biden could change drastically how the wealthy invest, according to Bloomberg.
September 22, 2020
Impact of Red, Blue Wave Election Scenarios on Types of Investors
Laura Kane, head of investment themes at UBS Americas, talks about sector level implications.
Video [ 1:38 ]
September 30, 2020
How to Election-Proof Your Clients’ Portfolios: From Taxes to Volatility
With the presidential election fast approaching, we'll break down the candidate's proposals and talk about what you can do to position your clients for what comes next. Sign up now.
Event Date: September 30, 2020
September 16, 2020
Guiding Clients to Make Tax-Smart Decisions
From Roth conversions to the charity rules under the Coronavirus Aid, Relief, and Economic Security Act, opportunities abound for advisors and clients who make tax planning a year-round focus.
September 14, 2020
How to Manage a Tax-Conscious Portfolio
Unlike most factors impacting a client’s portfolio, taxes are one area that advisors actually can control.
September 15, 2020
Using Tax-Advantaged Bonds in Times of Low Yield
In a low interest rate environment, tax-exempt bonds may be less advantageous for your clients.
September 17, 2020
Ins and Outs of Tax-Loss Harvesting
Volatility may make your clients uneasy, but it also presents an opportunity to help them manage their tax exposure.
Last Comment: September 17, 2020
September 18, 2020
How to Assess the Tax-Efficiency of a Fund
Exchange-traded funds have a tax advantage over mutual funds, which can carry heavy tax burdens. But with careful planning, advisors can help their clients avoid facing a big bill in April.
September 11, 2020
Morgan Stanley’s Wealthy Clients Turn to Alternatives
Wealthy investors are concerned about overconcentration in the major indices and the tax ramifications of Democrats winning elections.
September 11, 2020
Integrated Partners Aligns with Accountancy to Form DK Wealth
Integrated has 150 financial advisors and 127 CPA firm partners while its partner firm, Duffy Kruspodin, has 180 employees and 15 partners.