TurboTax and CPAs: Lessons for Planners on Robo-Advisors
Our view: Financial planning will turn out to be the wooden stake in the heart of digital advice platforms.
4 Things Clients Want From Advisors That Robos Can’t Do: IMCA
IMCA Investor Sentiment Survey finds clients “expect more than what the regulators require” on advisor competency.
Why Foreign Investors Should Beware of FATCA
Using some foreign entities—like a personal investment company or trust—to invest in the U.S. may leave some foreign investors subject to FATCA reporting—and penalties.
How to Shield Investment Income From IRS: Andy Friedman
The political forecaster and former tax lawyer has a few tax-smart suggestions for investors.
Senate Finance Allows Public Comments on Tax Reform
Interested parties have until April 15 to email their recommendations to the five bipartisan tax working groups.
IRS Says Americans Renounce Citizenship in Record Numbers
International tax lawyer Andrew Mitchel explains why, for some American-born expats, the costs of U.S. citizenship have exceeded its benefits.
10 Top Trusts and Estates Trends for 2015
Estate taxes, charity donations and divorce are just a few areas where legal moves in New York could shape other states’ laws.
Finke: When Municipal Bonds Get Exciting
Munis can hold considerable attraction, under the right circumstances.
Coburn Calls for ‘Fairer, Flatter’ Tax Code
Best solution would be to throw it out and start again, but in the meantime, he calls for end to preferences on municipal bonds, carried interest, cash-value life insurance and credit unions.
Under the Hood: What You Need to Know About Wills, Pt. 2: Real Estate, Bequests
Even though you as an advisor may not be the primary estate planning team member, you are in a unique position to add value.