'If you think taxes are going up, munis and the muni exemption are a great place to be," Nuveen's head of municipals says.
An offer the IRS refused! The estate owes nearly $1 million in taxes and penalties.
Study spanning 110 years confirms high earners, faced with too-high tax hikes, migrate to more tax-friendly jurisdictions.
Graham Capital has a new sister firm, focused on bookkeeping and tax preparation, led by a professional with three decades of experience.
And the refunds may be missed forever if an upcoming deadline is missed.
While the firm is best known for its tax expertise, Todd Mackay is talking about relationships and creating connections.
With tax and rate hikes on the horizon, a surge in high-earning American households sets up robust demand for munis.
The proposed budget seeks to increase taxes for corporations and the wealthy.
Helping clients put a solid plan in place for paying their tax liability can make the annual tax process less painful for many.
The president wants to raise the capital gains tax rate to a base of 39.6 percent, up from 20 percent, and establish a minimum tax rate of 25 percent on households worth at least $100 million.
A host of new rules and regulations impacting high-net-worth individuals take effect this year, not to mention a significant old one that’s expiring at the end of 2025.
There’s a chance to do two 529-to-Roth rollovers this year – but only if the first one (for 2023) is done by April 15.
Most people are expecting a refund, and they could be getting more than they think.
The amount of unpaid tax is estimated to be hundreds of millions of dollars.
Financial advisors looking to move cash off the sidelines this spring see opportunities in the municipal bond market.
Senate Finance Committee targets private placement life insurance as a 'booming tax dodge' for the wealthy.
With the net unrealized appreciation tax break, company stock can be withdrawn from a 401(k) in a lump-sum distribution and have its appreciation taxed at capital gains rates, rather than as ordinary income.
'I’d love to see the [full] SALT deduction come back but not if it means rates go up,' one advisor says.
Veronica Karas, advisor at Captrust, explains why financial planning comes first.
Lackluster Republican support in the Senate threatens to sink the measure.
