Taxes http://wealthmanagement.com/taxonomy/term/23651/more en Wealthfront Eliminates $100k Minimum For Tax-Loss Harvesting http://wealthmanagement.com/blog/wealthfront-eliminates-100k-minimum-tax-loss-harvesting <div class="node-body blog-body">In the wake of Schwab's new robo-advisor, which doesn't charge advisory fees and offers tax-loss harvesting for accounts with at least $50,000, Wealthfront eliminated minimum requirements for its own tax services.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/wealthfront-eliminates-100k-minimum-tax-loss-harvesting" target="_blank">read more</a></p> http://wealthmanagement.com/blog/wealthfront-eliminates-100k-minimum-tax-loss-harvesting#comments Taxes Technology Advisor Intelligence Wed, 25 Mar 2015 19:12:00 +0000 822901 at http://wealthmanagement.com Tax Law Update: April 2015 http://wealthmanagement.com/taxes/tax-law-update-april-2015 <div class="node-body article-body">David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/taxes/tax-law-update-april-2015" target="_blank">read more</a></p> http://wealthmanagement.com/taxes/tax-law-update-april-2015#comments Taxes Public Wed, 25 Mar 2015 16:29:00 +0000 822681 at http://wealthmanagement.com Estate Tax Repeal? http://wealthmanagement.com/estate-planning/estate-tax-repeal <div class="field-deck"> HR 1105 is likely to proceed to an April House floor vote </div> <div class="node-body article-body">March 3, 2015 marked a significant day in the fight for estate tax repeal, with the introduction of HR 1105, the Death Tax Repeal Act of 2015.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/estate-tax-repeal" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/estate-tax-repeal#comments Taxes Estate Planning Public Fri, 20 Mar 2015 15:30:00 +0000 820001 at http://wealthmanagement.com <p>U.S. Rep. Kevin Brady, right, and U.S. Rep. Paul Ryan</p> The Tax Capital http://wealthmanagement.com/blog/tax-capital <div class="node-body blog-body">Where do people pay the highest taxes? Washington D.C., according to MoneyRates.com.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/tax-capital" target="_blank">read more</a></p> http://wealthmanagement.com/blog/tax-capital#comments Industry People RIAs Taxes Blogs The Daily Brief Tue, 17 Mar 2015 09:00:00 +0000 815441 at http://wealthmanagement.com <p><em>Copyright Justin Sullivan, Getty Images</em></p> Estate Loses Out on Charitable Deduction http://wealthmanagement.com/philanthropy/estate-loses-out-charitable-deduction <div class="node-body article-body">In Belmont v. Commissioner, the issue before the Tax Court was whether the estate was entitled to a $219,580 charitable deduction on its income tax return.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/philanthropy/estate-loses-out-charitable-deduction" target="_blank">read more</a></p> http://wealthmanagement.com/philanthropy/estate-loses-out-charitable-deduction#comments Taxes Philanthropy Public Mon, 16 Mar 2015 20:15:00 +0000 815661 at http://wealthmanagement.com How to Manage Celebrities and Their Money http://wealthmanagement.com/blog/how-manage-celebrities-and-their-money <div class="node-body blog-body">It's not easy dealing with celebrities. It's even harder when you're the one managing - or trying to manage - their money.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/how-manage-celebrities-and-their-money" target="_blank">read more</a></p> http://wealthmanagement.com/blog/how-manage-celebrities-and-their-money#comments Industry Taxes Blogs Client Relations High Net Worth Retirement Planning The Daily Brief Fri, 06 Mar 2015 10:00:00 +0000 801731 at http://wealthmanagement.com GST Tax Exemption Preserved in Sale of Farm http://wealthmanagement.com/estate-planning/gst-tax-exemption-preserved-sale-farm <div class="node-body article-body">In a recent PLR, the IRS ruled that a proposed sale of a farm owned by two trusts wouldn’t cause the trusts to lose their generation-skipping transfer tax exemption. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/gst-tax-exemption-preserved-sale-farm" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/gst-tax-exemption-preserved-sale-farm#comments Taxes Estate Planning Public Wed, 04 Mar 2015 15:19:00 +0000 799701 at http://wealthmanagement.com Copyright Scott Olson, Getty Images The IRS’ New Tangible Property Regulations http://wealthmanagement.com/estate-planning/irs-new-tangible-property-regulations <div class="node-body article-body">Executors and trustees overseeing portfolios of real estate or interests in businesses holding tangible property have a new set of complex and far reaching regulations to contend with. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/irs-new-tangible-property-regulations" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/irs-new-tangible-property-regulations#comments Taxes Estate Planning Public Thu, 26 Feb 2015 18:35:00 +0000 794391 at http://wealthmanagement.com Copyright Tim Boyle, Getty Images Tax Law Update: March 2015 http://wealthmanagement.com/taxes/tax-law-update-march-2015 <div class="node-body article-body">David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/taxes/tax-law-update-march-2015" target="_blank">read more</a></p> http://wealthmanagement.com/taxes/tax-law-update-march-2015#comments Taxes Public Mon, 23 Feb 2015 20:47:00 +0000 790711 at http://wealthmanagement.com “Complete” vs. “Incomplete” for Federal Gift Tax Purposes http://wealthmanagement.com/estate-planning/complete-vs-incomplete-federal-gift-tax-purposes <div class="field-deck"> IRS examines contributions to an irrevocable trust and a trustor’s powers over distributions </div> <div class="node-body article-body">In a recent Private Letter Ruling, the IRS addressed whether: 1) a trustor’s contribution to an irrevocable trust was a completed gift subject to federal gift tax; 2) a distribution of income to a beneficiary was a completed gift; and 3) the fair market value of the trust property was includible in the trustor’s gross estate. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/complete-vs-incomplete-federal-gift-tax-purposes" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/complete-vs-incomplete-federal-gift-tax-purposes#comments Taxes Estate Planning Public Thu, 19 Feb 2015 18:57:00 +0000 787461 at http://wealthmanagement.com