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Tax Planning & Strategies

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Plan Now For 2026 Tax Law Sunset, Advisors Warn

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Advisors say it's crucial to plan now for tax law changes that may not happen for several years.

Real Estate Developer Convicted in $1.3 Billion Tax Case After Juror Removed

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Jack Fisher and attorney James Sinnott made millions through a fraudulent tax shelter scheme.

A $1.3 Billion Tax Trial Sparks Juror Anger And Curses Over Race

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Twelve jurors clashed over race and class while weighing tax shelter charges against a developer.

IRS E-Filing Mandate For Large Cash Transactions Drawing Near

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Many cash payments over $10,000 will have to be reported by companies electronically starting in 2024.

What Clients Should Do As Clock Runs Out On Estate Planning

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Advisors have two years to plan for the sunset of certain provisions of the 2017 Tax Cuts and Jobs Act.

Intuit Misled Consumers With ‘Free' TurboTax Ads, FTC Judge Says

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The FTC alleged that Intuit deceived consumers with false advertisements.

Ed Slott Spotlights 6 Big IRA Tax Changes For 2023

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While Congress hasn't changed tax laws this year, the IRS has been busy issuing rulings, Slott said.

Future VC Equity Contracts Anything But Simple For Taxes

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These investment agreements don't have the benefit of clear IRS guidance, advisors say.

Roth IRAs: The Mathematics For High-Wealth Taxpayers

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Roth IRAs offer clear tax advantages, but the behavioral issues might surprise advisors.

Tax Managed Funds: Same As They Ever Were?

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When stocks start the year soaring like this, tax management becomes trickier.

New Bill Would Levy Social Security Taxes On Wealthy, Pass-Throughs

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Anyone earning over $400,000 would pay new taxes under legislation introduced in the Senate.

What Tax Preparers Want From Clients' Advisors

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It's important that advisors and tax professionals work well together for the sake of the client.

Billionaire Steve Cohen Fights A $10 Million Tax Bill To Derail An IRS Plan

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The N.Y. Mets owner and investor is fighting an IRS campaign that is targeting hundreds of money managers.

Plan Now For 2026 Tax Law Sunset, Advisors Warn

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Advisors say it's crucial to plan now for tax law changes that may not happen for several years.

San Francisco Prices Are Sinking, And Property Owners Want A Tax Cut

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Some of the world's biggest landlords have filed for assessment cuts.

As Student Loan Repayments Restart, Tax Issues Linger, Tax Foundation Says

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Some borrowers could still face tax obligations if their loans are forgiven, the foundation says.

What To Tell Clients Rattled Over Social Security

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There are several ways to address clients' fears and steer your conversations down a productive path.

Roth IRAs--The Intriguing Mathematics For High-Wealth Taxpayers

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The Roth remains one of the best ways to keep the taxman at bay but the mathematics might surprise advisors.

Florida, Texas Top Relocation Spots For High Earners

by FA Staff

While California and New York saw the highest number of outflows of high-earning households, according to SmartAsset.

New Bill Would Levy Social Security Taxes On Wealthy, Pass-Throughs

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Anyone earning over $400,000 would pay new taxes under legislation introduced in the Senate.

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