8 Tax & Investing Tips for Advisors’ Wealthy Clients
Kimberly Foss of Empyrion offers ways to cut the amount owed Uncle Sam and build up the portfolio.
6 Tax Questions on Deferred Annuities You Need Answered, Pt. 1
Tax Facts experts dive into deferred annuities to explain the tax regulations involving this popular investment product.
The Buffett Approach to Taxes
Tocqueville Asset Management’s Sicart warns that hiding from the taxman is futile — but postponing taxes, as Berkshire Hathaway does, is profitable.
5 Key Tax Deductions for the Self-Employed
Advance planning and consulting a professional are vital to reducing tax bills for the self-employed, including small businesses.
How to Shield Investment Income From IRS: Andy Friedman
The political forecaster and former tax lawyer has a few tax-smart suggestions for investors.
Rubio-Lee Tax Plan Gets Thumbs Up From Tax Foundation
While a New York Times editorial dubbed the plan the Puppies and Rainbows Tax Plan, the foundation says it would boost long-term growth dramatically.
How Tax-Literate Advisors Can Attract—Outshine?—Their Clients’ CPAs
SEI Advisor Network wants to empower advisors to spot problems on their 1040s that their accountants are missing.
Senate Finance Allows Public Comments on Tax Reform
Interested parties have until April 15 to email their recommendations to the five bipartisan tax working groups.
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.