Net Unrealized Appreciation Could Yield a Pleasant Tax Surprise
For some employees holding company stock who leave their job, there's an alternative to rolling their 401(k) into an IRA.
Millennials and Attorneys Make the Same 4 Financial Mistakes
Many successful people cannot dedicate the time required to handle finances well, but these four mistakes are easily avoidable.
Anatomy of an IRS Phone Scam
Despite the IRS' attempts to shut it down, this scam keeps reappearing. Make sure your clients don't fall for it.
Quiet Trusts Need Not Be Silent: The Delayed Notification Option
The option to delay notification to beneficiaries offers unique advantages, but clients should clearly understand the drawbacks of keeping a trust quiet.
Who’s Tracking IRA Basis? Enter the Advisor
Rollovers, conversions, nondeductible contributions and inherited accounts can all impact how distributions are taxed.
Excess 529 Plan Funds: Putting Them to (Tax-Preferred) Work
The rules governing excess 529 college savings funds are nuanced and surprising, so the devil's in the details when it comes to maintaining their tax-preferred status.
Meet Virtually, Invest Digitally: The New Wealth Management
Virtual reality, digital currency and frictionless trading: how technology innovation is bringing the future closer.
The Next Big Thing? Annuitant-Driven Annuities
Postmortem tax issues on annuities can be addressed when the contract is purchased now that insurance carriers offer a new form of fixed indexed annuity.
New Estate Planning Strategies for a Post-Portability World
In particular, if your clients are still relying on credit shelter trusts set up before 2013, beware the adverse tax consequences.
First Steps When a Client Couple Divorces
To begin, don't try to be a referee. And don't be hoodwinked by what appears to be an amiable split: Divorce is heart-wrenching.