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In an uncertain market, these can offer tax savings and flexibility that avoids risk.October 30
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Some investments work best in a taxable account, while others fit well into an IRA or a 401(k).October 29
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How multi-generational tax savings are achieved when parents help children start Roth IRAs.October 28
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SPDR Gold Trust investors should welcome news that wash sale rules don’t apply to gold.October 27
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Help them keep more of what they earn after they stop working.October 26
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Many HNW clients are using these state-run plans to shelter assets from the inheritance tax.October 25
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Consider these strategies to help build savings.October 23
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This tool can help clients save on taxes, adding to their bottom line.October 23
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Separating the roles of the two professionals can be counterproductive for clients.October 22
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IRS: There is a special rule for those who rent their residence for 14 days or less.October 21
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For some clients in high-income tax states, incomplete non-grantor trusts may be just the ticket.October 20
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They can help reduce the tax drag of required minimum distributions.October 19
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If avoiding taxes just attracts the IRS, it defeats the purpose.October 18
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Selling assets that are over allocation may generate unwelcome tax.October 16
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Clients with net worth skewed to one stock may need tax-efficient ways to diversify.October 16
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Treat their tax liabilities as expenses, and plan accordingly.October 15
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Intelligent planning can help both parties save money.October 14
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Savvy moves in the fourth quarter can help clients owe less to the IRS next April.October 13
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After a death, identify and record the allowable partial steps-ups in cost basis of assets.October 12
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Often under-used, HSAs can be a powerful tool for clients.October 9
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Munis are a great option for high-income taxpayers, but be mindful of the AMT.October 9
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Where and how to get up-to-date and concise information.October 8
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These are now less common as an estate must have more than $10.8 million to be taxed.October 8
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For starters, these may be subject to the 3.8% net investment income tax.October 7
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Here is a handy checklist for clients preparing to change their living situations.October 6
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Clients must digest that they will likely pay more for taxes in their lifetimes than anything else.October 5
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Clients can consider gifting up to $14,000 to as many individuals each year before gift taxes kick in.October 4
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Clients should consider spreading out transfers over their lifetime to lower tax liabilities.October 2
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But watch out for the pitfalls of this common end-of-year-practice.October 2
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Help clients deploy their RMD funds to cover both expenses and taxes.October 1
