Tax

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Wealth managers eyeing municipal bonds ahead of tax cut sunsets
RETIREMENT FIXED INCOME OCT 30, 2024
Wealth managers eyeing municipal bonds ahead of tax cut sunsets

Some advisors are waiting for the election before adding more muni-bonds. Others are getting a head start.

Why clients are sitting on a ticking tax timebomb
RETIREMENT TAX OCT 25, 2024
Why clients are sitting on a ticking tax timebomb

Advisor is critical of industry's tendency to avoid giving tax advice.

intelliflo boosts platform with new wash sale rule feature
RETIREMENT FINTECH OCT 24, 2024
intelliflo boosts platform with new wash sale rule feature

The fintech provider is helping tax-conscious family offices and SMAs avoid the ire of the IRS with its latest redblack platform update.

The Trump tax cuts are expiring, so what are advisors saying?
RETIREMENT TAX OCT 24, 2024
The Trump tax cuts are expiring, so what are advisors saying?

Wealth managers discuss their plans for the sunsetting of the 2017 Tax Cuts & Jobs Act.

IRS announces 2025 inflation adjustments to tax rates
RETIREMENT TAX OCT 23, 2024
IRS announces 2025 inflation adjustments to tax rates

The federal tax agency's latest update includes items on standard deductions, clarity on marginal tax rates, and the alternative minimum tax exemption.

Vise, Advyzon ink partnerships to drive portfolio personalization
RETIREMENT FINTECH OCT 22, 2024
Vise, Advyzon ink partnerships to drive portfolio personalization

The two wealth tech firms are ramping up efforts to help financial advisors deliver customized, tax-efficient portfolios at scale.

Trump's tariffs and tax agenda poses risk for Social Security benefits, warns watchdog
RETIREMENT RETIREMENT PLANNING OCT 21, 2024
Trump's tariffs and tax agenda poses risk for Social Security benefits, warns watchdog

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.

4 preparation strategies to help clients navigate the 2026 lifetime exemption sunset
RETIREMENT OPINION OCT 18, 2024
4 preparation strategies to help clients navigate the 2026 lifetime exemption sunset

Advisors to high-net-worth and UHNW clients would do well to understand the implications and take appropriate steps to safeguard their wealth.

IRS announces relief for taxpayers hit by Helene and Milton
RETIREMENT TAX OCT 14, 2024
IRS announces relief for taxpayers hit by Helene and Milton

Those impacted by the devastating hurricanes may be eligible for extensions, special deductions and other forms of assistance.

Trump issues new tax cut pledges as presidential election draws closer
RETIREMENT TAX OCT 11, 2024
Trump issues new tax cut pledges as presidential election draws closer

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.

Millions of Americans avoided paying taxes on early retirement distributions
RETIREMENT RETIREMENT PLANNING OCT 11, 2024
Millions of Americans avoided paying taxes on early retirement distributions

Report finds taxpayers avoided filing for exemptions on or reporting $12.9B in early withdrawals from tax-favored accounts, with severe oversights among HNWIs.

AI, estate planning, and succession concerns weighing on private business owners
RETIREMENT TAX OCT 01, 2024
AI, estate planning, and succession concerns weighing on private business owners

The second annual survey by Brown Brothers Harriman untangles sentiments around technology, tax risks, generational wealth, and single family offices.

Are advisors falling short on tax planning strategies?
RETIREMENT PRACTICE MANAGEMENT SEP 30, 2024
Are advisors falling short on tax planning strategies?

A new poll of service offerings across advisor segments hints at a glaring gap for one critical client cohort.

Reinstate tax benefit for financial advice, planning groups urge Congress
RETIREMENT TAX SEP 19, 2024
Reinstate tax benefit for financial advice, planning groups urge Congress

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.

Donald Trump vows to restore SALT write-off at Long Island campaign stop
RETIREMENT TAX SEP 19, 2024
Donald Trump vows to restore SALT write-off at Long Island campaign stop

The Republican presidential nominee pledged to restore the deduction that his signature tax law ended up curbing during his administration.

Pro-Harris poll surge sparks urgency on living wealth transfers
RETIREMENT TAX SEP 13, 2024
Pro-Harris poll surge sparks urgency on living wealth transfers

The coming sunset of an estate and gift tax exemption is putting the heat on wealthy Americans to fast-track their inheritance plans.

IRS sweep for high-income back taxes hits $1.3B milestone
RETIREMENT TAX SEP 06, 2024
IRS sweep for high-income back taxes hits $1.3B milestone

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.

Kamala Harris takes softer stance on capital gains tax
RETIREMENT TAX SEP 05, 2024
Kamala Harris takes softer stance on capital gains tax

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.

Trump tax cut costs could outstrip all federal agencies combined
RETIREMENT TAX SEP 05, 2024
Trump tax cut costs could outstrip all federal agencies combined

The assortment of tax proposals from the Republican presidential nominee would add up to as much as $10.5T, according to preliminary estimates.

Advisors weigh in on Vice President's wealth tax proposal
RETIREMENT TAX SEP 03, 2024
Advisors weigh in on Vice President's wealth tax proposal

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.