The Assets: Tax planning

• 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.

  No Comments
• 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.

  No Comments
• 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.

  No Comments
• January 16, 2018

  RIAs Unite to Lobby Washington For Fairer Deal

  Some advisors believe their businesses are being treated unfairly by the latest tax bill.

  No Comments
• January 9, 2018

  What FAs Must Do in Light of the New Tax Bill

  Changes at both income and corporate tax levels mean advisors will need to reassess their clients’ financial pictures.

  No Comments
• January 4, 2018

  FAs Should Review Client Taxes Early in 2018

  The GOP tax reform means advisors should help clients determine optimal tax strategies.

  No Comments