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Here's what wealthy investors and their advisors need to know.
February 27 -
With prospects for major tax hikes in the rear view (for now), it’s the time to blueprint ways to reduce clients’ taxable income for ‘22.
February 21American College of Financial Services -
Here are four core moves that advisors are considering right now for clients as they gear up to file their federal tax returns.
February 1 -
With Senate tax writers in agreement with the House to ban the favored tax-free strategy, wealth advisors have a narrow window to make moves.
December 15 -
Once again, the proposal would cap certain IRAs and require distributions once thresholds are met.
November 4 -
Joan Crain’s job is to guide the wealthy through complicated financial decisions where mistakes can cost millions of dollars. That task is proving particularly tricky now thanks to Joe Biden’s proposed tax plan and the lack of clarity over what the Democrats will pass.
September 29 -
The proposed law would ban all IRAs, regardless of size or owner’s income, from holding unconventional assets like stakes in private companies, real estate and startups.
September 28 -
Two of the most generous tax loopholes are on the chopping block, the latest surprise in emerging tax increases.
September 15 -
While Biden isn’t getting some of his proposed tax increases on the wealthy, some surprising new hikes may be in the works.
September 13 -
Fighting among Democratic lawmakers over proposed hikes in individual and capital gains taxes is intensifying, creating more questions and opportunities for advisors.
September 7