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The planning strategies for large individual equity holdings pose tax, investment and behavioral questions for financial advisors and their customers.
August 5 -
The combination of variable prepaid forwards with long and short equity positions outpaces the after-tax returns of a direct indexing strategy, a new study found.
July 15 -
Art carries higher rates than most investments, but financial advisors and their clients can tap into trusts, charitable donations, loss harvesting and the stepped-up basis.
July 8 -
The growing fixed-income products carry some risks, but their returns this year are attracting more financial advisors and their clients, according to experts.
June 17 -
Qualified small business stock carries major potential savings for startup founders and investors, but the benefits come with some important caveats to keep in mind.
May 28 -
Changes in residency, qualified personal residence trusts and other methods cited by experts carry big savings — with some caveats.
May 20 -
Proposals to crack down on private placement insurance contracts aren't close to becoming law. Here's how advisors and their clients can use them for the time being.
May 16 -
Reporting requirements and asset location could loom large for clients seeking greater yield and diversification without thinking through payments to Uncle Sam.
April 1 -
Bill Harris, the former CEO of Personal Capital, TurboTax and PayPal published a new edition of his "Investment Tax Guide" with the future of the industry in mind.
February 12 -
Technology helps financial advisors unlock much more value by being able to switch up clients' buckets of investments at any time throughout the year.
December 26