The Assets: Tax planning

• June 13, 2018

  Advisors to Lobby Washington on Priority Regulatory, Tax Issues

  Congressional focus on topics that impact advisors has shifted in the Trump administration.

  No Comments
• June 11, 2018

  FA Guilty of Fraud Gets Big Jail Time and Multi-Million Penalty

  The advisor pled guilty to fraud and tax evasion.

  No Comments
• May 25, 2018

  Pioneers Reveal How a Desire for Personalization Can Be a Real Driver

  Taking your firm in a new direction can be a reset for fixing old errors and solving new dilemmas.

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• February 12, 2018

  Loss of Roth 'Mulligans' Seen as Planning Crimp

  New IRS ruling gives conversion strategies a reprieve, but only temporarily.

  Last Comment: February 16, 2018
  2 Comments
• February 8, 2018

  In Demand: Nonprofits Seek Advice Amid 'Brutal' Market Reforms

  With donations expected to crater, veteran FAs report jump in requests for their help.

  No Comments
• February 7, 2018

  IRS Pass-Through Tax Confusion Spells Opportunity for Advisors

  Financial professionals are looking at ways to maximize new 20% deduction for pass-throughs.

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• January 30, 2018

  Why Munis Won't Matter Anymore to Many HNW Clients

  State and local tax caps seen as dulling appeal of some tax-exempt bond funds.

  Last Comment: February 2, 2018
  8 Comments
• January 23, 2018

  Top 1% of Income Earners to Get $50K Tax Cut

  HNW individuals to get biggest savings under new law, while many “middle-America” households may see taxes rise.

  No Comments
• January 22, 2018

  FAs Warn HNW Clients: Key Tax Exemptions End for Munis

  While tax-favorable status largely remains, not all types of municipals will be spared.

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• January 19, 2018

  Tax Law Creates Challenges and Opportunities for FAs

  New law’s temporary nature makes long-term planning difficult, but changes are likely to push up demand for advice.

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