The Assets: Tax planning
-
April 24, 2019Fidelity Makes Strategic Additions to Advisor OfferingTech vendors Addepar and Wealthbox have been added to Fidelity’s Wealthscape as providers industry-wide build their offerings.No Comments
-
April 22, 2019Treasury Finally Gives Much-Anticipated Tax Shelter Guidance For Wealthy InvestorsRules are now clearer on how to use Opportunity Zone investments.No Comments
-
March 27, 2019"Give Us More Red Tape!" Opportunity Zone Investors Implore IRSInvestors are crying out for more regulation in this new and opaque area.No Comments
-
March 25, 2019UBS, Morgan Stanley and Others Add OZ Tax-Break Vehicles to Wealthy Client OfferingsThe wirehouses have taken their time vetting options in this complex and changing new investment area.No Comments
-
March 13, 2019IRS Signals New OZ Tax Break Details to Come ShortlyCritical information on the scheme may be available as early as two weeks from now.No Comments
-
March 11, 2019Finra Extends Self-Reporting Deadline on 529 Plan ViolationsSelf-regulator has also put out guidance on an initiative launched in January.No Comments
-
March 8, 2019Re-Examining Charitable Giving Strategies Could Reap Big Tax Rewards for ClientsBest tax practices for charitable clients have changed.No Comments
-
March 5, 2019Auto-IRA Bill Passes New Jersey State AssemblyIf signed into law by the state’s governor, the bill would set up IRAs for private-sector employees without workplace retirement plans.No Comments
-
February 28, 2019New Tax Code is Hurting Philanthropy, Study SuggestsCharitable giving grew just 1.6% in 2018, and donations under $1,000 dropped 4%.Last Comment: March 3, 2019
1 Comment -
February 19, 2019Investors Unearth Worrying Concerns in Opportunity Zone Tax TreatmentOverflowing crowd at DC meeting meant interested parties were turned away at the door, IRS says.No Comments
