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Tax Planning & Strategies

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Powerball $1 Billion Winner Hits Jackpot Twice In California

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California is one of the few states that doesn't tax lottery wins.

High Income New Yorkers Can Save $250,000 Moving To Austin

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A new study also found big tax savings for those moving from San Francisco and Chicago.

Younger Generations Unprepared For Wealth Transfer, NY Life Says

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A company survey found inheritors are anxious about the money they're about to get.

IRS Says Crackdown On Wealthy Tax Evaders Is 'Just The Start'

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The agency already claimed to collect $38 million from 175 delinquent millionaires.

A Playbook To Understand Young Investors' Fears

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The Playbook team developed a platform and app that educate users on building wealth.

Goldman Sachs Asset Management Adds Energy Infrastructure ETF

by FA Staff

The fund corresponds to the Solactive Energy Infrastructure Enhanced Index.

Hightower Acquires Tax Service Firm

by FA Staff

GMS Surgent will provide Hightower high-net-worth and business clients with tax advice.

How To Balance Retirement Income And Taxes

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The timing of retirement withdrawals can have a big impact on taxes, advisors say.

Options For Addressing Risk In A Concentrated Portfolio

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Listed derivatives can help mitigate both idiosyncratic and market risks while avoiding tax friction.

Clients Shouldn't Rush Into Investing Windfalls, Advisors Say

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The best thing for clients to do after receiving a big influx of cash is to be patient.

Florida, Texas See Tax Revenue Grow While California, New York Post Declines

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California and New York also saw their populations shrink last year.

Why U.S. Taxes Must Increase

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Corporate and personal income taxes remain near their lowest statutory rates in decades.

New Jersey Tries To Woo Florida-Bound Seniors With Tax Break

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Residents over age 65 and making less than $500,000 will get property-tax breaks under a newly unveiled program.

Volatile Markets A Key Consideration For Midyear Tax Planning

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Advisors also need to weigh possible expirations of certain parts of the Tax Cuts and Jobs Act.

Musk Says Biden's Call For More Taxes On Rich Won't See 'Action'

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"Acting upon that would upset a lot of donors," he said.

Debt-Ceiling Debates Will Continue To Hound Taxpayers, Advisors Say

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The nation's debt means the possibility always exists for tax increases.

Hedge Funds Cash In On Covid-Era Tax Credit With IRS Backlog

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Funds are profiting by financing advances for the employee-retention tax credit.

Advisors Say 'Tax The Rich' Mentality Is Misguided

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Statistics contradict the popular sentiment that the wealthy don't pay enough in taxes, they say.

Rates Return To Reality

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Americans lulled into complacency by low interest rates are now confronting the sharp reversal.

A Tax Hit And A 403(b)

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Marguerita Cheng found herself looking for solutions after this client couple got a big tax hit while trying to pay off their mortgage.

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