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Obamacare stands, solidifying health care planning
Supreme Court rules that U.S. tax subsidies are legal for all health insurance exchanges, allowing for more long-term financial planning.
Lawmakers consider lower tax rate for intellectual property housed in the U.S.
The idea — known as a patent box or innovation box — would help companies trying to maintain low tax rates they've achieved by booking income in overseas tax havens.
Supreme Court rulings imminent in cases with financial planning implications
High court is set to announce opinions in two cases — one on same-sex marriage and another on health care — that will impact the advice financial planners deliver to clients.
An adviser's touch can improve tax aware investing
Robo-advisers can miss key details when planning for high-net-worth investors.
Wealthy want more than a tax break from charitable donations
Wealthy Americans think more strategically about their charitable gifting than one might expect. About three-quarters of donors in a new survey said driving forces included an interest in lowering capital gains taxes or being able to give more to charities by using donor advised funds.
The real reason the Federal Reserve isn't raising interest rates
Breakfast with Benjamin: The real reason the Fed is sitting on its hands boils down to a lousy employment market.
Financial advisers are putting ETFs in the driver's seat
Whether it's the liquidity, transparency, low cost or something else, financial advisers increasingly are favoring exchange-traded funds over mutual funds. The results of a Financial Planning Association survey of advisers showed that 81% are now using or recommending ETFs, compared with 78% for
Not all loan interest is created equal
There's a lot of misunderstanding regarding the rules on deducting the interest paid on a loan.
Supreme Court rules Maryland double-tax structure is unconstitutional
Accountants prepare clients to refile income tax returns for refund of county taxes.
Broker-dealers face administrative hurdles in rollout of QLAC annuity
Confusion remains over who ensures the contract purchase meets Treasury's guidelines.
Trekking to Europe and Japan for attractive dividend income
Breakfast with Benjamin: Where to look when it's time to go beyond the traditional hunting grounds for dividend income.
4 ways to keep clients' portfolios from getting taxed to death
Your clients will appreciate it if you help them avoid the 43.4% tax bracket
Senate Finance Committee OKs changes to college savings plans
Legislation loosening the rules around Section 529 college savings plans is poised to advance through a key Senate committee Wednesday.The Senate Finance Committee is set to approve a measure that contains three changes that the House of Representatives passed earlier this year by a wide margin.
Lessons to learn from the last Nasdaq bubble
Breakfast with Benjamin: The Nasdaq is back to 2000 levels, but everything else is different.
Take advantage of 'tax alpha'
Be cognizant of the tax treatment of investments and where they should be held.