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Income taxes
Kitces: 3 strategies for managing big capital gains
As a sustained bull run has made portfolios swell, managing the tax bill on those gains has become increasingly vital.
10 big client tax mistakes that can lead to an audit
Audit rates are dropping, but there are still triggers that taxpayers can avoid to further reduce their risk.
IRS pushes back on cryptocurrency investments
Clients may be in the dark about the regulators new rules for taxing digital currencies.
How the new tax law makes Roth accounts more attractive: Tax Strategy Scan
Although funded with after tax dollars, what clients owe will be lower than the liability on traditional IRA withdrawals in retirement.
Clients may be wasting one of the tax law’s biggest benefits: Tax Strategy Scan
The added savings could be used to pay off student loans as well as increase mortgage payments and retirement plan contributions.
Are deductions less valuable under the new law? Tax Strategy Scan
Claiming above-the-line tax write-offs doubles the standard deduction.
Advisors are being flooded with calls about the tax law
Financial planners report wide demand to learn how to exploit changes in the tax code.
What the tax overhaul means for clients: Tax Strategy Scan
Personal exemptions may be lost but households can expect higher savings from the child tax credit, an advisor says.
For brokers, GOP tax bill could bring upheaval and job switching
Some brokerage firms are concerned that the tax overhaul could spur their employee advisors to set up their own shops or switch firms to lower their tax bills.
Tax-hike fears fuel talk of HNW exodus from Northeast
“It would almost be irresponsible if you weren’t thinking about moving,” says Bruce McGuire, founder of the Connecticut Hedge Fund Association.
See more Income taxes
