Tax

Displaying 1497 results

Topic

Why now is the time to sell family businesses

Unload firms before economy or politics take a turn

Topic

Wealthy investors steer billions toward new Trump tax break

Over the last month, there was a jump in the assets flowing into funds that employ the opportunity zone tax incentive

Topic

Advice-sector coalition seeks legislation to expand pass-through deduction to advisers

Brokerage firms and broker and adviser associations ask lawmakers for ‘clarifying legislation’

Topic

A smarter take on philanthropy

These philanthropists are changing their approach to charity to ensure a bigger impact

Topic

SECURE Act opens up planning opportunities for advisers

The measure will have wide-reaching effects on retirement and estate planning for most people

Topic

Opportunity zone tax break eligibility finalized by Treasury

The regulations outline who qualifies for tax breaks and the penalties for breaking the rules

Topic

Retirement plan advisers could see increase in business under SECURE Act

Retirement plan advisers could see an uptick in demand for their services as major retirement-savings legislation becomes law.

Topic

SoFi refunds investors for tax hit caused by proprietary ETFs

Action reminds one expert of SEC requirement regarding improper share classes.

Topic

Warren’s wealth tax could create compliance challenges

Economists determining how much someone is worth could lead to contentious standoffs between taxpayers and the IRS.

Topic

Funding an HSA with an IRA

Although the ability to move funds from an IRA to an HSA is limited, it can be a valuable way to deploy IRA funds.

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