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Last-minute scramble to save on taxes: A couple oldies-but-goodies and a few interesting new ideas
Decisions clients make in the next four weeks can make a significant difference in their annual tax bill.
The capital gains vacation is coming to an end
For fund investors, the vacation from capital gains taxes may be over after another strong year for stocks. But it's not all bad news, as there are ways for investors to extend their holiday.
Grab your gains and hold on tight – at least till New Year's
With the S&P 500 up more than 29% from the start of the year, on the heels of a 15% gain last year, it is a safe bet that there are plenty of taxable gains sitting inside client portfolios. But even if you feel the market is getting rich, it might be worth waiting until after Jan. 1 to cash out.
Portability election emerges as new locus of estate planning
With the estate tax exclusion being set at $5.25 million per person, it's easy for affluent clients whose estates don't quite hit that level to write off creating estate plans or building trusts.
When undervalued stocks are expensive
How to find undervalued stocks in a bull market. Plus, Bitcoin (yes, Bitcoin) gets legit; big investors licking their chops at BofA $8.5B settlement proposal; some good news for Madoff victims; and welcome back cap gain distributions. Curated by InvestmentNews senior columnist Jeff Benjamin.
Guidance on taxes lacking for certain alternatives
The boom in alternative investments that began during the 2008 financial crisis as investors scrambled to buy noncorrelated assets echoes even louder in today's quest for higher yields and less risk than bonds can offer, and lower volatility than equities face.
New 3.8% surtax means new tax strategies for business owners
Chances of avoiding that tax may come down to whether a business owner has active or passive participation.
IRA charitable deduction, 56 other tax goodies set to expire Dec. 31
Federal deductions for individuals for state and local taxes, as well as R&D credits for businesses also on list.
States continue to claim their share through the estate tax
Thanks to a deal hammered out while the nation teetered at the edge of the fiscal cliff in December, a historically generous $5.25 million exemption now exists for federal estate taxes.
Tax tips that can lighten a client's 2014 bill
A high tax bill next April is a certainty for many high-net-worth clients, but tax gurus say there are still opportunities to scramble for savings.
Maximize loss harvesting year-round
We advocate harvesting losses (once they are big enough) all year to get the most from this tax-efficient strategy, but most investors harvest losses only at the end of the year. I guess the reasons are either that they want to take losses only when they're sure they have gains or that they simply
Friday markets brace for three big reports
Three big reports to hit the market, plus: Bitcoin spikes as euro takes a dive, Bernanke's prezzie to Yellen and advisers' big headache. Curated by InvestmentNews senior columnist Jeff Benjamin.
Say #Hello to the new Twitter billionaires
Meet the folks getting really rich today from Twitter's IPO. #Millionaires become #Billionaires Seven years of Twitter summed up in 10 tweets. May 2011: Helicopter hovering over Abbottabad at 1AM Deutsche Bank's China A-Shares ETF (ASHR) launches with $108 million, marking largest ETF launch since
'Perfect storm' for tax swaps means potentially fruitful strategy for advisers
Here's one way to use the drop in bond prices and the rise in other assets to your tax advantage. Caution: it's not for every investor.
Tax traps to avoid for year-end charitable donations
Major changes that kicked in this year, thanks to the American Taxpayer Relief Act of 2012, likely will result in increased interest in charitable giving by clients interested in softening the bite of even higher brackets on income and capital gains taxes. As a refresher, the highest income tax ...
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- Pimco's El-Erian to step in to shore up $3B multi-asset fund
- Rebound in gold suits big guns Paulson, Soros
- New 3.8% surtax means new tax strategies for business owners
- Mountain of money in nontraded REITs continues to hold Wall Street's attention
Explore your opportunities and be informed for your next move.
Blaine Aikin CEO, fi360
Timothy Welsh, CFP President and Founder, Nexus Strategy, LLC
Justin Wisz Co-Founder & CEO, Vestorly