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Tax avoidance
IRS pushes back on cryptocurrency investments
Clients may be in the dark about the regulators new rules for taxing digital currencies.
Goldman loan program to help LPL advisors tap HNW clients
The securities-backed lending platform provides liquidity to borrowers and transparency to advisors, the investment banking giant says.
Quirky tax break that will soon vanish seen jolting bonds
Firms can save on taxes by borrowing now to top up pensions.
The most outrageous tax deductions of 2018
What some clients tried to claim on their tax returns shows they often don't know much about accounting.
Why some advisors shunned offshore investing long before Paradise Papers
“Your risk of being audited goes up,” says RIA powerhouse Ron Carson.
Betterment RIAs, retail clients gain charitable giving option
The robo advisor adds a longstanding tax strategy to its offerings.
Paradise Papers raise privacy concerns for HNW clients
The breach follows other developments that have made offshore planning methods less attractive.
What clients don’t know about their estates could cost them
The federal exemption does not cancel out key planning matters affecting everyone at death.
GOP plan to kill estate tax sets up charitable giving conflict
Most Republicans support killing the estate tax as part of a tax overhaul, but doing so could have dire consequences.
How HSAs are reshaping retirement
These plans once merely supplemented health insurance. Now they are a vital part of a broader retirement strategy.
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