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.
What You Need to Know About Fee-Only Annuities
If you're an RIA who has put clients into fee-only annuities, watch the tax consequences of those fees.
IRS, Treasury Continue Tax Inversion Crackdown
But only legislation “can decisively stop” inversions, Treasury Secretary Jack Lew says.
About That Roth Conversion Cure: Watch the Side Effect
Clients may understand the tax benefits of a Roth conversion, but not how the resulting higher income can lead to an increase in Medicare premiums.
10 Most Tax-Friendly States for Retirement
Making retirement savings last may be easier in these 10 tax-friendly states, according to Kiplinger.
How Advisors Can Use ETFs to Minimize 2015 Tax Bills
Now is the time for investors to sell money-losing ETFs and stocks to offset capital gains in the current calendar year, Ron DeLegge writes.
College Planning: 7 Steps to Filing the FAFSA
FAFSA filing dates are changing, beginning with the 2017-2018 academic year, and that could affect parents' finances.
Treasury, IRS Seek to Clarify Same-Sex Marriage Tax Rules
The proposed rules provide more clarity on same-sex couples’ tax treatment in light of two Supreme Court decisions.
IRS Announces 2016 Tax Rates, Exemptions; Boosts LTC Deductions
Low inflation leads to slight increases for top income tax rate and estate tax exclusion, but higher deductions for eligible long-term care premiums.
Top Portfolio Products: CNL and KKR Form Business Development Company
Meanwhile, Eaton Vance's Parametric unit added factor investing strategies.