The Assets: Tax planning

Special Report: How to Use Tax-Advantaged Bonds to Maximum Effect

September 24, 2019No Comments

Municipal bond funds are surging in popularity this year at the expense of equities. In Part Two of our special report on fixed income, learn how they can benefit your clients’ portfolios.

SEC's Opportunity Zone Warning is "Prudent Reminder," Ex-Enforcement Lawyer Says

July 18, 2019No Comments

The watchdog apparently doesn’t want people to get ahead of themselves the way they did with initial cryptocurrency offerings.

Impact Investors Push for Increased Opportunity Zone Reporting Requirements

July 15, 2019No Comments

They also want Treasury-certified monitors to evaluate and certify the fund managers.

These New Tax Break Funds For the Rich Are Having Trouble Finding Investors

July 12, 2019No Comments

The regulatory regime lacks clarity and it's scaring people off.

Why This UBS Advisor Sees Opportunity Zone Funds Proving a Hit With Young ESG Investors

June 25, 2019No Comments

And a raft of extra reporting obligations won't dampen that demand, he thinks.

Potential Conflicts Could Turn Down Volume for New Tax Shelters’ Cheerleaders

June 3, 2019No Comments

Fund managers and investors might be at odds in new opportunity zone vehicle.

Here’s How You Win Hundreds of Prospective Tech Millionaires From the Wall Street Firms

May 31, 2019No Comments

There are about to be hundreds of tech multi-millionaires ripe for the picking as major IPOs loom.

Morgan Stanley Advisor Gave Bad Advice, Lawsuit Claims

May 28, 2019No Comments

The advice apparently involved how to deal with taxes on an inherited retirement account.

UBS and Wells Fargo Wealth Unit Suspect Investors Won’t Mind New Complications to Popular Tax-Break Investment Vehicle

May 24, 2019No Comments

Senators are asking for more reporting and data on opportunity zones.

House Passes Comprehensive Retirement Savings Bill

May 24, 2019No Comments

Following the vote, the Senate has filed to consider the SECURE Act under an unanimous consent agreement, according to the Insured Retirement Institute.