The Assets: Tax planning
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February 6, 2019How the 0.1% Lose Their Money, According to Family OfficesSome family office professionals say one of the biggest mistakes the ultra rich make is not trusting their family office enough.No Comments
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February 4, 2019New Tax Shelter Rules Might Move Forward Too Late Due to Government ShutdownLawmakers and financial advisors alike are lobbying for greater definition and flexibility in new Opportunity Zone investment program.No Comments
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February 1, 2019Merrill Lynch Asks Court to Toss Class-Action Alleging "Misleading and Deceptive" MarketingThe wirehouse claims there's no merit to the lawsuit filed in Maine.No Comments
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January 28, 2019Will the Democrats’ Tax Proposals Really Affect UHNW Clients?Sen. Elizabeth Warren, D-Mass., has proposed levying a 2% annual tax on individuals with assets above $50 million, but it may be doomed, a Nobel laureate says.No Comments
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January 23, 2019Clients’ Charitable Giving Slumps Following Trump’s Tax Code Changes, Market VolatilityFAs say there were fewer donations to charities in 2018 compared to the previous year.No Comments
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January 18, 2019Potential Tax Season Headache for FAs, Thanks to Government ShutdownThe Internal Revenue Service says it will process refunds but they may be late. Experts add customer service will be slow.No Comments
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January 11, 2019Big Push Comes for FA Fee Tax Breaks and Pass-Through IncomeBut advisor advocates face an uphill battle with legislators.No Comments
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January 10, 2019Despite Shutdown, IRS Will Issue Tax RefundsAgency wasn’t permitted to do so during previous shutdowns but isn’t likely to be challenged this time.No Comments
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January 9, 2019Government Shutdown Halts Critical Meeting on New Tax ShelterInvestors worry they might trigger capital gains without knowing how to use the new "Opportunity Zones."No Comments
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January 4, 2019Dakota Wealth Buys Tax and Consulting FirmThe acquisition is Dakota Wealth’s third in eight months.No Comments
