Taxes http://wealthmanagement.com/taxonomy/term/23651/more en Initiating Year-End Tax Planning Discussions to Reinforce Client Relationships http://wealthmanagement.com/client-relations/initiating-year-end-tax-planning-discussions-reinforce-client-relationships <div class="field-byline"> Scott Rawlins </div> <div class="field-deck"> Four key tactics for generating results </div> <div class="node-body article-body">Financial advisors are coming to recognize the value of supporting clients with the application of tax-savvy wealth management strategies.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/client-relations/initiating-year-end-tax-planning-discussions-reinforce-client-relationships" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/initiating-year-end-tax-planning-discussions-reinforce-client-relationships#comments Taxes Client Relations Practice Management Wed, 19 Nov 2014 18:39:00 +0000 710881 at http://wealthmanagement.com Ximagination/iStock/Thinkstock The Daily Brief: What Are You Thankful For? http://wealthmanagement.com/blog/daily-brief-what-are-you-thankful <div class="node-body blog-body">They may not be accruing a lot of interest, but savings accounts are the financial tool that Americans are most thankful for, according to a survey by MoneyRates.com. </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/daily-brief-what-are-you-thankful" target="_blank">read more</a></p> http://wealthmanagement.com/blog/daily-brief-what-are-you-thankful#comments Blogs Markets Taxes High Net Worth Retirement Planning The Daily Brief Wed, 19 Nov 2014 10:00:00 +0000 709831 at http://wealthmanagement.com Fraudulent Conveyance Claim Upheld http://wealthmanagement.com/asset-protection/fraudulent-conveyance-claim-upheld <div class="field-deck"> Court refuses to dismiss government’s suit against taxpayer who transferred an apartment to a trust </div> <div class="node-body article-body">In United States v. Nassar, the U.S. District Court for the Southern District of New York denied a defendant’s motion to dismiss, finding that the government adequately plead the defendant’s general intent to defraud his creditors. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/asset-protection/fraudulent-conveyance-claim-upheld" target="_blank">read more</a></p> http://wealthmanagement.com/asset-protection/fraudulent-conveyance-claim-upheld#comments Taxes Asset Protection Public Thu, 13 Nov 2014 19:43:00 +0000 705821 at http://wealthmanagement.com Fuse/Thinkstock Ex-UBS Wealth Boss Acquittal Brings Relief for Many Swiss Bankers http://wealthmanagement.com/legal/ex-ubs-wealth-boss-acquittal-brings-relief-many-swiss-bankers <div class="field-byline"> Reuters </div> <div class="node-body article-body">Many of Switzerland's private bankers breathed a sigh of relief at the acquittal of Raoul Weil, the former head of wealth management at UBS, on charges of helping wealthy Americans dodge taxes.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/legal/ex-ubs-wealth-boss-acquittal-brings-relief-many-swiss-bankers" target="_blank">read more</a></p> http://wealthmanagement.com/legal/ex-ubs-wealth-boss-acquittal-brings-relief-many-swiss-bankers#comments Legal Taxes UBS Wirehouse Tue, 04 Nov 2014 16:48:00 +0000 697341 at http://wealthmanagement.com The Daily Brief: Halloween Money Tricks http://wealthmanagement.com/blog/daily-brief-halloween-money-tricks <div class="node-body blog-body">Bloomberg Businessweek broke down the National Retail Federation's data on how much American consumers spend on Halloween. Most frightening? The $67.7 billion total spent over the past decade. </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/daily-brief-halloween-money-tricks" target="_blank">read more</a></p> http://wealthmanagement.com/blog/daily-brief-halloween-money-tricks#comments Blogs Taxes The Daily Brief Fri, 31 Oct 2014 09:00:00 +0000 694851 at http://wealthmanagement.com The Power of Tax-Aware Compounding http://wealthmanagement.com/taxes/power-tax-aware-compounding <div class="field-byline"> Todd LaFountaine </div> <div class="field-deck"> The reduction of tax drag on a portfolio can potentially have a meaningful impact on your clients’ total after-tax wealth thanks to the power of compounding over time. </div> <div class="node-body article-body">The reduction of tax drag on a portfolio can potentially have a meaningful impact on your clients’ total after-tax wealth thanks to the power of compounding over time. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/taxes/power-tax-aware-compounding" target="_blank">read more</a></p> http://wealthmanagement.com/taxes/power-tax-aware-compounding#comments Taxes Client Relations Practice Management Tue, 28 Oct 2014 15:51:00 +0000 692461 at http://wealthmanagement.com Niyazz/iStock/Thinkstock Tax Law Update: November 2014 http://wealthmanagement.com/legal/tax-law-update-november-2014 <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/legal/tax-law-update-november-2014" target="_blank">read more</a></p> http://wealthmanagement.com/legal/tax-law-update-november-2014#comments Legal Taxes Public Thu, 23 Oct 2014 19:38:00 +0000 689241 at http://wealthmanagement.com Disclaimers of Distribution Rights Aren't Transfer Subject to Gift Tax http://wealthmanagement.com/estate-planning/disclaimers-distribution-rights-arent-transfer-subject-gift-tax <div class="field-deck"> Taxpayer’s current beneficial interest is severable interest from her contingent remainder interest </div> <div class="node-body article-body">In a recent private letter ruling, the IRS allowed the taxpayer, a minor, to disclaim her contingent beneficial interests in two irrevocable trusts executed prior to 1977. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/disclaimers-distribution-rights-arent-transfer-subject-gift-tax" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/disclaimers-distribution-rights-arent-transfer-subject-gift-tax#comments Taxes Estate Planning Public Fri, 10 Oct 2014 15:54:00 +0000 677041 at http://wealthmanagement.com New Planning Opportunities for Multiple Distributions of Retirement Benefits http://wealthmanagement.com/retirement-planning/new-planning-opportunities-multiple-distributions-retirement-benefits <div class="field-deck"> IRS Notice 2014-54 affects the allocation of pre-tax and after-tax amounts </div> <div class="node-body article-body">On Sept. 19, 2015, the Internal Revenue Service issued new guidance, which changes how distributions from qualified retirement plans to multiple destinations will be treated when it comes to allocating pre-tax and after-tax amounts.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/new-planning-opportunities-multiple-distributions-retirement-benefits" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/new-planning-opportunities-multiple-distributions-retirement-benefits#comments Taxes Retirement Planning Public Mon, 22 Sep 2014 17:33:00 +0000 660501 at http://wealthmanagement.com The Tax Advantages of Donor-Advised Funds http://wealthmanagement.com/philanthropy/tax-advantages-donor-advised-funds <div class="field-deck"> There is an increasingly-popular tool that allows clients to get more to their favorite charities, and less to the IRS </div> <div class="node-body article-body">Donor-advised funds provide higher immediate tax benefits without having to give it all away today.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/philanthropy/tax-advantages-donor-advised-funds" target="_blank">read more</a></p> http://wealthmanagement.com/philanthropy/tax-advantages-donor-advised-funds#comments Taxes Asset Protection High Net Worth Philanthropy Wed, 17 Sep 2014 13:00:00 +0000 655051 at http://wealthmanagement.com ©iStockphoto.com/designaart