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Client milestones don't take a vacation — and neither does the demand for sound financial advice.
August 3Bento Engine -
Even with the savings, an Austin move can be complicated by differences in earnings potential and heightened property taxes.
July 31 -
Independent advisors deal with clients' tax woes as well as their own. Year-round planning can lower stress levels.
July 21Formations -
There are no tax-free exchanges of artwork, but there are ways to spread out the capital gains tax over many years through the use of trusts.
July 19Erskine & Erskine LLC -
Even wealthy clients may procrastinate on maximizing tax efficiency ahead of the gift and estate tax exemption limits' expected declines in 2026.
June 26 -
Deferral of taxes is the name of the game when it comes to eeking out extra profits.
June 6 -
Portland, Oregon, may penalize higher earners more than any other large U.S. city, according to a new report.
June 2 -
More art than science, financial advisors can face difficulty in determining what constitutes a "substantially identical" security.
May 30 -
Tax-loss harvesting can eke out some extra percentage points of return — if you don't try to time the market and miss a rebound.
May 23 -
Signed into law last December and now partly in force, the sweeping retirement overhaul package presents new planning opportunities for millions of Americans and financial advisors.
May 15