/ TAG Tax Planning Strategies

Investors holding cash for short-term purposes like taxes or down payments might consider T-Bills for extra yield.

When it comes to down-market “lemons,” the year 2022 at its midpoint has already served up a whole grove of them. Smart investors will want to revisit their plans and look for ways to turn those financial lemons into tax lemonade. And here are three strategies to get you and your advisors started.

Fixed income has long been the ballast in a diversified portfolio

Permanent life insurance has long been used as a tax-efficient planning tool for the wealthy. Justin Charise explains how the changes to Section 7702 provide an opportunity for high income earners to dramatically enhance the efficiency of those benefits.

With the U.S. presidential election only a few weeks away, it’s timely to evaluate the details of Joe Biden’s tax plan, the potential implications and some strategies that might be worth considering.

To better illustrate the challenges and opportunities this element of the SECURE Act presents, let’s look at a few scenarios.

"In light of the vast fluctuations that have come with tax reform, taxpayers must be cognizant of the changes and maximize their tax deductions to the fullest

"This strategy may yield income tax savings and reduce your capital gains tax liability

This change will drastically reduce the number of households that claim charitable giving as an itemized deduction on their returns.

Now, based on the new tax law, is the time for you to rethink the structure of your foreign businesses if indeed they are operated by a U.S. pass-through.

What often gets overlooked, however, is the significant increase in the estate and gift tax exemption amount—a change that for some families could have tremendous estate-planning implications.

The less money we give the government, the better chances we have of getting the government we truly want.

A lot has been said by policy experts, commentators, politicians and business groups about President Donald Trump’s tax reform plan.

You should expect your accountant to go well beyond “doing your taxes.”

Without a federal estate tax, states would have to re-create and update the rules and the forms for themselves.

The tax concept of “domicile” can be particularly complex, especially if you’re a high net worth individual who spends time

For taxpayers in every income bracket, geographic location is an important factor in determining their tax burden.

One of the primary benefits of retirement accounts (IRAs, employer-sponsored plans, etc

In addition to the “jock tax,” athletes face taxation on income from royalties, endorsements and merchandising agreements.

Worth Magazine is celebrating a quarter-century of providing valuable information for high net worth (HNW) individuals

Two of the most commonly used strategies where advisor awareness and prudence may assist in optimizing after-tax returns.

As advisors, we are often asked tax centric questions by clients, starting with, Can I deduct this? and, If I

Most high net worth individuals realize that the rewards of charitable giving stretch well beyond a tax-planning strategy

Regardless of which candidate wins the election, we can expect his or her proposals to change our current estate-tax regime.