Taxes and Appreciated Securities: When Should You Sell?
The guiding principle: determine how much an appreciated stock’s price would need to decline to equal the loss incurred from paying the tax.
Tax Planning: How Your Clients Can Deduct Your Fees
A look at how, how much and from which accounts your clients can deduct your fees, along with a warning about IRAs.
The Beach Condo Rental Tax Write-Off? Not So Fast
Even assuming it’s a rental property for part of the year, the condo tax break option doesn’t mean it will work out.
How to Handle the NIIT for Trusts and Estates
The impact of NIIT on trusts and estates cannot be understated. The overall tax consequences of this surtax on trusts is likely to be even more profound than on estates.
2015 Tax Cheat Sheet for Advisors and Their Clients
For tax year 2015, there are annual inflation adjustments for more than 40 tax provisions, including the tax rate schedules, and other tax changes.
Managing the Risks While Renovating the House
Exposure for high-net-worth clients renovating their homes comes before, during and after the actual work. Risk #1: the general contractor.
Make the DOL Fiduciary Headlines Work for Your Retirement Practice
Advisors can use the current media focus on fiduciary standards and retirement planning to fuel their growth.
The CRT: Give to Charity, Supplement Retirement Income
There’s been a resurgence of interest in the charitable remainder trust—here’s how to determine if it’s appropriate for your clients.
Your Tax Planning Role When Clients Move to Another State
You may not be a CPA or tax expert, but you can play a key role in your clients' tax planning when they're planning to move for retirement.
Annuitizing the Inheritance: Tips and Tricks to Get It Right
Many clients wish to protect heirs by providing structure to the way assets are inherited. One commonly used tool can provide the solution: the annuity.