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A rule designed to prevent simple deduction abuses brings significant complexity to planning.
April 15 - Charity, free advisor services and more: How the industry is stepping up in the coronavirus outbreak
Organizations and firms are donating N95 masks, providing resources at no cost and taking steps to protect employees and practices nationwide from the spreading pandemic.
April 7 -
Cash-strapped taxpayers may consider waiting until the new deadline to pay or to request a payment plan to buy more time to settle their tax bill.
April 7 -
The Internal Revenue Service is postponing the date for filing gift tax and generation-skipping transfer tax returns and making payments until July 15 because of the novel coronavirus pandemic.
March 30 -
Advisors may find it difficult to connect with the people who need financial help the most.
March 16 -
While it’s debatable whether private donations should matter to an investor, transparency rules could become an issue as global warming accelerates.
February 14 -
The Secure Act was designed to expand retirement savers’ options but it has subsequently all-but-eliminated the stretch IRA for beneficiaries. It's on advisors to make clients aware of the major change.
January 7 -
To help individuals and businesses prepare for filing season, Grant Thornton has released a collection of year-end tax tips.
December 17 -
In 90% of families, wealth disappears by the end of the third generation.
December 16UBS Global Wealth Management -
One option is to sell funds with lower or no estimated distributions, especially if possible savings will exceed trading costs.
December 3