Some advisors are waiting for the election before adding more muni-bonds. Others are getting a head start.
Advisor is critical of industry's tendency to avoid giving tax advice.
The fintech provider is helping tax-conscious family offices and SMAs avoid the ire of the IRS with its latest redblack platform update.
Wealth managers discuss their plans for the sunsetting of the 2017 Tax Cuts & Jobs Act.
The federal tax agency's latest update includes items on standard deductions, clarity on marginal tax rates, and the alternative minimum tax exemption.
The two wealth tech firms are ramping up efforts to help financial advisors deliver customized, tax-efficient portfolios at scale.
An analysis by the Committee for a Responsible Federal Budget suggests the former president's second-term agenda would lead to a 33% cut by 2035.
Advisors to high-net-worth and UHNW clients would do well to understand the implications and take appropriate steps to safeguard their wealth.
Those impacted by the devastating hurricanes may be eligible for extensions, special deductions and other forms of assistance.
Deductions for auto loan holders and a proposal against double taxation for expats are the latest appeals from the former president seeking a second term.
Report finds taxpayers avoided filing for exemptions on or reporting $12.9B in early withdrawals from tax-favored accounts, with severe oversights among HNWIs.
The second annual survey by Brown Brothers Harriman untangles sentiments around technology, tax risks, generational wealth, and single family offices.
A new poll of service offerings across advisor segments hints at a glaring gap for one critical client cohort.
Joint letter by CFP Board, the FPA and other industry associations floats incentives for Main Street investors as Trump-era tax policy nears its expiration date.
The Republican presidential nominee pledged to restore the deduction that his signature tax law ended up curbing during his administration.
The coming sunset of an estate and gift tax exemption is putting the heat on wealthy Americans to fast-track their inheritance plans.
Over the first six months of one targeted initiative, the agency scooped $172M from 21,000 wealthy individuals who've been delinquent on their tax filings since 2017.
The vice president's latest proposal splits from the Biden administration with a more modest hike for million-dollar earners, plus incentives for small businesses.
The assortment of tax proposals from the Republican presidential nominee would add up to as much as $10.5T, according to preliminary estimates.
Vice President Kamala Harris's proposed tax on billionaires creates a lot of questions for financial advisors, especially when it comes to taxing unrealized capital gains.
