Using a Stock Swap to Maximize Clients’ Compensation
In the current bull-market environment, executives of publicly traded firms who receive much of their pay in the form of company equity are seeking ways to maximize their wealth in a tax-efficient manner.
Expat Groups Rage Against FATCA, Election-Season Style
In a poll by deVere Group, nearly half of U.S. expats said they'd vote for a presidential candidate who promised to repeal FATCA.
IRS Deadlines Loom for Taxpayers With Offshore Accounts
IRS reminds taxpayers of important June deadlines for FATCA and FBAR filings.
How to Dodge the New Medicare Surcharge Bullet
The new Medicare “Doc Fix” law will subject more retired clients to the highest Medicare premium rates, but planning techniques can minimize the impact.
Taxpayers’ Private Data Stolen From IRS Website
Identity thieves hack information of 104,000 taxpayers and net $50 million in fake refunds.
Envestnet Offers Digital Tool to Battle Robo-Advisors
The Advisor Now portal is designed to help advisors deliver comprehensive “wealth management services where and when clients want them,” said Envestnet CEO Jud Bergman.
3 Estate Planning Strategies for a Low-Rate Environment
Even with the generous $5.4 million estate tax exemption, some of your HNW clients can benefit from these strategies in the current low-interest-rate environment.
Under the Hood: Planning Opportunities From a Client’s 1040, Pt. 3: Retirement Plans
Concluding our discussion on how looking at clients’ tax returns provides value, maximizing deductions from IRAs and other retirement plans.
Under the Hood: Planning Opportunities on a Client's 1040, Pt. 1: Income
Viewing clients’ tax returns and suggesting appropriate changes provides value to clients while showcasing your value. Begin with the income lines on their 1040s.
For HNWs, One Advisor May Not Be Enough
"It really takes a village to get the reporting done correctly" for some high-net-worth clients, says attorney Adrienne Penta of Brown Brothers Harriman.