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Areas around Jackson Hole, Aspen, Palm Beach, Miami, New York, Dallas and Austin are in the group. Other top performers may come as more of a surprise.
24m ago -
Expanded 529 plans and pass-through deductions are a boon for the wealth management industry, but the sweeping tax bill comes with its challenges.
1h ago -
The Trump administration is changing many prior policies, but supporters of this proposal are calling for further action to protect the complex tax savings maneuver.
May 28 -
When a company considers adding new jobs or making new investments, many state and local authorities offer tax incentives to support that growth.
May 28McGuire Sponsel -
At the heart of the concern is a tax dynamic that exchange-traded funds were built to avoid.
May 28 -
Qualified charitable distributions have surged in popularity thanks to a shift away from itemized deductions, but experts say there's more work to be done around client education on the underappreciated tool.
May 23 -
It would extend Trump's first-term tax cuts due to expire Dec. 31, along with new tax relief including raising the limit on deducting state and local taxes.
May 22 -
The equity strategy's tax-loss harvesting component can scratch a client's itch to do something amid sell-offs while staying fully invested.
May 22Natixis Investment Managers Solutions -
The increasingly popular Section 351 process offers many low-basis investment portfolios an exit ramp — without incurring any capital gains.
May 21 -
Lack of awareness, fear of mistakes and penalties, and the cost of filing are preventing many families from claiming millions of dollars in tax credits.
May 20