A new tax-efficient approach to protecting unrealized gains
A stock protection fund may be helpful to some investors.
Personal Financial Planning
Building on Compliance: The Evolution of Tax Services
Members of the public also recognize a CPA’s role as a trusted adviser for all their financial needs.
Reexamining tax-loss harvesting: Better results through enhanced understanding
Tax-loss harvesting offers the potential for significantly increased after-tax returns.
Tax Planning for Aging Clients: Medical Expense Deduction for Home Improvements
Many clients making modifications to make homes more accessible may qualify for valuable home improvement medical expense deductions.
The Illiquid Marital Estate: Navigating the Division of Marital Residences and Retirement Accounts
This item focuses on the pitfalls and potential opportunities to consider in the illiquid marital estate arena.
Lump-Sum Distributions of Employer Stock Present Opportunities
When a qualified retirement plan account holds employer stock, a retirement plan participant could save thousands of dollars with proper planning.
Tax Planning Opportunities for Tax Attributes and the Decedent’s Final Tax Return
Careful and thoughtful advanced planning can result in substantial tax savings.
Deciding Whether to Roll Over to a Roth IRA
Deciding whether it makes sense to trigger the resulting tax liability depends on several factors.
Form 8332 Challenges for Divorced Couples
When parents divorce without a meeting of the minds or a well-crafted agreement, issues can result as to who is entitled to the tax benefits from supporting their children.
The Ins and Outs of Owning a Losing Investment in an IRA
Here is a way to turn a lemon into lemonade (with a little help from the stock market).
Back to School: 7 Strategies to Save for College
This column offers some of the most common techniques to help save for college.
New DOL Rules Increase Scrutiny of IRA Trustee Fees
This column addresses issues facing IRA trustees.
Helping Your Clients Execute a Tax-Aware Investment Plan
Without a tax professional’s input, much of the benefit of tax-aware best practices is unlikely to be achieved.
CCRCs and the Housing Decisions Faced by Older Adults: How Financial Professionals Can Help
Financial planners and tax advisers are sure to receive an increasing number of questions related to elder housing decisions and the financial implications of various choices.
Planning for Divorce-Related Stock Redemptions
A transfer of ownership of a closely held business in divorce does not trigger gain or loss if it is directly between the spouses.
Common Mistakes in Life Insurance Arrangements
Familiarity with life insurance will elevate a practitioner’s service from being compliance-oriented to being consultative.
Tax Considerations for Divorcing Spouses
During the divorce proceedings, it is critical for each taxpayer to work with a tax adviser to understand the estate, gift, and income tax consequences of the marriage dissolution.
Tax Planning for High-Net-Worth Individuals Immigrating to the United States
Foreign high-net-worth individuals immigrating to the United States should seek advice to minimize exposure to the U.S. income, gift, and estate tax system.
Roth IRA Planning
The opportunity to get more assets into Roth vehicles via various means has evolved over the last several years.
Social Security: The Hidden Changes in the Two-Year Budget Bill
Baby Boomers born from 1954 to 1964, and all subsequent generations, will be unable to use some planning strategies that have benefited older generations.
