The Case for Skipping the 401(k)-to-IRA Rollover
There are important scenarios in which an IRA rollover is not the best move when changing employers.
Untangling the FATCA Web for Hedge Funds (Next Up: GATCA)
Think that since there is no IRS registration requirement, U.S.-domiciled funds aren’t subject to FATCA? Think again.
Puerto Rico Bonds May Be Hiding in Your Clients’ Portfolios
Investors in muni bond funds or ETFs may have exposure to those bonds, now trading around 64 cents on the dollar, without even knowing it.
Using a Stock Swap to Maximize Clients’ Compensation
In the current market, executives who receive 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.