14 Tax Changes in PATH Bill End Uncertainty for Many Planners
Law ends years of uncertainty on everything from charitable giving to small business incentives — and puts off new taxes as well.
States Can Impose an Estate Tax, Too
Many advisors and their clients focus solely upon the impact of federal estate taxes—to their potential detriment.
The 4 Risks That Keep the Wealthy Up at Night
High-net-worth individuals and families worry about different risks, but with their deep pockets, they're right to be worried.
Tax Advice for Business Owners: Allowed vs. Allowable Depreciation
As per the IRS, any depreciable asset has its basis adjusted for the allowed — or allowable — depreciation, regardless of the actual tax benefit received.
An Advisor’s Year-End To-Do List, Pt. 1: RMDs and Harvesting
As 2015 nears its end, these two action items should be on every advisor’s list.
5 Tax-Savings Steps to Take Before Year-End
Time is running out for these tax savings, so remind clients to take action when appropriate but before Dec. 31.
Love the Internet of Things? So Do Identity Thieves
The methods to steal your HNW clients’ identity have mushroomed; here’s what advisors and their clients should know.
5 Steps to Take Now on Year-End Tax Harvesting
December is when you should gather data on your clients’ 2015 mutual fund capital gains distributions and take action.
Optional Death Benefits Broaden Investment-Only VAs' Surge
Unlike sales of most other variable annuities, IOVAs are gaining steam, and some have optional death benefits.
Why We’re in a Bull Market for Donor-Advised Funds
The benefits to many clients are clear — in fact, there are at least 12 — and the timing is right.