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Seniors are less likely to itemize tax deductions this year as a result, an expert says.
January 16 -
With lowered surcharge thresholds effective this year, strategies to manage the bite are a way for advisors to add client value.
January 9 -
The estate of Michael Jackson looks to have escaped a possibly hefty penalty for allegedly undervaluing the late singer’s assets.
January 2 -
In a year where the market has reached new heights, protecting client’s wealth from losses, including the costs of taxes, is just as important as generating returns.
December 28Nationwide -
Advisors say it’s never too early to start saving for college.
December 11 -
Many deductions are likely to disappear if Congress passes the reform bill into law.
December 8 -
The proposed overhaul may severely limit investors’ ability to minimize capital gains on stock.
December 7 -
Many dividend-focused funds use methodologies that exclude real estate investment trusts.
November 22 - FP magazine
It’s the Roth’s 20th birthday. Where is everyone?
November 20 -
Retirement location "matters just as much to your tax bill as what you have,” an expert says.
November 17