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Franklin Templeton extends SMA offerings to UBS platforms
The partnership aims to provide advisors with more opportunities to personalize client portfolios and enhance their after-tax returns.
Nvidia CEO Huang’s multibillion-dollar charitable windfall puts philanthropic strategy in focus
The AI superstock's blistering rally has inflated his private foundation's assets, making it harder to clear a key legal threshold.
Wealth tech startup Altruist unveils new tax management suite
The fintech provider’s new tools let RIA clients automate tax-savings strategies, including tax-loss harvesting and gains deferrals.
Supreme Court upholds foreign income tax on US businesses
Seven justices ruled in favor of the divisive Trump-era tax measure, potentially setting back calls for a wealth tax.
Russell Investments expands its managed accounts menu
The asset manager is giving advisors more power to personalize portfolios with fixed-income and multi-asset options.
IRA expert Ed Slott sees retirement savings tax bomb ticking louder than ever
The retirement expert is back with a new book and a big warning about higher taxes.
Allspring unveils SMA platform enhancements
The North Carolina-based global asset manager is strengthening its custom SMA platform with new active and index strategies.
Delaying RMDs may be a costly tax strategy
Delaying RMDs sounds good now, but the tax bill will continue to compound.
More taxpayers to file tax returns for free as IRS makes Direct File permanent
Eligibility is expected to be expanded for the 2025 filing season.
Former rap star Vanilla Ice disses death taxes
Rather than leaving cash exposed to “vulture” lawyers, the ‘90s chart-topper prefers two estate tax planning solutions.
No deal on global billionaire’s tax, says Yellen
The treasury secretary says proposed annual wealth tax on the ultra-affluent, currently tabled among G7 and G20 countries, won’t get US support.
Should financial advisors be worried about Uncle Sam’s debt problems?
Financial advisors weigh in on America's $34 trillion debt and whether they need to adjust their client portfolios because of it.
Massachusetts risks $1B in lost tax yearly amid wealth exodus
A trend of exits from the state could see nearly 100,000 residents with a combined $19.2B in income leave annually by 2030.
Taxpayers could face financial penalties for following bad advice, IRS warns
The agency says tax scams and social media advice led to inflated refund claims.
Price tag for Trump tax cuts swells to $4.6T
Estimates from Congressional Budget Office project renewed fiscal measures will more than double the cost of the original 2017 cuts.
Wealthiest taxpayers are a priority for IRS with more audits on the way
The tax agency has updated its Strategic Operating Plan.
“Cold April” shows muni bonds not immune to Fed talk
Investors’ doused sentiment around rate cuts leaks into market for munis, which posted their worst record since September.
Once again, IRS waives RMDs for beneficiaries subject to the 10-year rule
The new relief on required minimum distributions for this year builds on previous IRS relief for RMDs in 2021, 2022 and 2023.
How advisors can become forward-thinking on taxes
'Clients tend to care more about saving on taxes than maximizing their returns,' an advisor says.
The last-minute IRA dash before Tax Day is real
Contributions to IRAs are up significantly this season for the 2023 tax year, according to Fidelity.
