Can U.S. Foreign Tax Credits Offset the Net Investment Income Tax?
Wealth Management
JANUARY 15, 2025
foreign tax credits offsetting the net investment income tax. Three recent court cases have examined this issue of U.S.
Investing Investments Taxes 
Dollars Are For Spending & Investing, Not Saving
The Big Picture
OCTOBER 20, 2023
“I need the US Dollar to be a store of value between the time I make it until I spend it, invest it, pay my taxes with it, or give it away. To be more precise, I want to discuss the type of chart that reflects a fundamental misunderstanding of the nature of money, currency, spending, investing, and taxes.
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Investing For Nonimmigrant Visa Holders: Understanding Visa Types, Investment Challenges, And Tax Implications
Nerd's Eye View
MAY 17, 2023
that incentivizes saving for these goals for American citizens – namely with tax-advantaged accounts such as 401(k) plans, IRAs, 529 college savings plans, and Health Savings Accounts (HSAs) – can impose hurdles on foreign nationals who rely on them for their own savings needs. However, the system in the U.S.
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Choreo Names Chief Investment Officer from BDO USA
Wealth Management
APRIL 11, 2024
Matthew Gotlin will lead an expanded investment team focused on tax-efficient and tech-enabled investing and research.
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The Changing Dynamics of Women and Charitable Giving and Investing
Wealth Management
NOVEMBER 6, 2023
Next gen clients have shown themselves to be less focused on tax implications and traditional investment returns, and more keen on making an impact both via their gifting and investing.
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Research links: persistent investment factors
Abnormal Returns
DECEMBER 19, 2023
advisorperspectives.com) A history of quant investing and the state of the factor zoo. indexologyblog.com) Inflation makes tax efficiency all the more important. advisorperspectives.com) Can you use alternative measures to invest across countries? Factors Timing returns factors is tempting, but difficult in practice.
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10 Quotes That Shaped My Investment Philosophy
The Big Picture
OCTOBER 2, 2023
Along those lines, here are in chronological order, the thinkers who have helped shape how I view the world view, including how I philosophically think about the economy, markets, and investing. 10 Quotes That Shaped My Investment Philosophy 1. Being right may be a necessary condition for investment success, but it won’t be sufficient.
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Merchant Invests in CPA to Offer Tax, Accounting Services to RIA Network
Wealth Management
FEBRUARY 25, 2025
The lifecycle investor has taken a minority stake in Venning Advisors, a full-service tax and accounting services firm.
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Direct Investing Brings Customization, Tax Benefits to More Individual Investors
Wealth Management
MAY 9, 2023
Direct investing through SMAs truly customizes portfolios and manages risk to investors’ specific situations.
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Thursday links: the worst investment strategy
Abnormal Returns
OCTOBER 24, 2024
awealthofcommonsense.com) Cash was never meant to be a long-term investment. bonddad.blogspot.com) Tax cuts and tariffs are a recipe for inflation. (freedomdaysolutions.com) Strategy How often do outlier 10-year forecasts turn out? ritholtz.com) Why optimism makes sense over the long run.
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Tax Advantages Are a Selling Point for Investment in CRE. How Should HNW Investors Think About Them?
Wealth Management
JANUARY 17, 2023
WMRE asked Michael Osherovitz, FTI’s new head of its private client tax group, about the biggest issues facing HNW investors and family offices who have real estate holdings.
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Monday links: investing in yourself
Abnormal Returns
OCTOBER 7, 2024
wsj.com) ETFs Cambria and Alpha Architect are teaming up for the Cambria Tax Aware ETF ($TAX). Companies What are the chances that Google ($GOOGL) gets broken up? ft.com) Pfizer ($PFE) has an activist in Starboard Value. wealthmanagement.com) Derivatives-based ETFs are booming, with retail piling in.
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Art and Art Funds As Alternative Investments
Wealth Management
NOVEMBER 16, 2022
The most critical expertise needed is in the areas of taxes, legal title, recognition, liquidity and premiums.
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Life Insurance as an Investment for Retirement
Wealth Management
JANUARY 10, 2024
Sold as a tax play, it’s more about the policy and the agent.
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Why Health Savings Accounts (HSAs) Aren’t Always Worth The ‘Triple Tax Savings’ Advantage
Nerd's Eye View
FEBRUARY 5, 2025
Health Savings Accounts (HSAs) have become an increasingly popular tool for financial advisors and their clients due in part to the 'triple tax savings' they offer: tax-deductible contributions, tax-free growth, and non-taxable distributions for qualifying expenses.
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Will my Social Security be Taxed?
The Chicago Financial Planner
FEBRUARY 8, 2023
You’ve paid Social Security taxes over the course of your working life and you’ve earned these benefits. Many retirees and others collecting Social Security wonder about the tax treatment of their benefit. The answer to the question in the title is that your Social Security benefits may be subject to taxes.
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Commonwealth Financial Updates Investment Platform, Introduces Outsourced Technology Management
Wealth Management
OCTOBER 16, 2024
New UMA capabilities, personalized indexing, automated tax-loss harvesting and CTO Services announced for 2025 by Commonwealth.
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Tackling Tax Fraud with Real-Time IRS Integration
Wealth Management
NOVEMBER 14, 2024
Kevin Knull, President of TaxStatus, reveals how a direct integration with the IRS is revolutionizing tax planning at Nitrogen's 2024 Fearless Investing Summit.
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Personal finance links: investment politicians
Abnormal Returns
JANUARY 10, 2024
thomaskopelman.com) If you get paid by 1099 you need to do more work to manage your tax liabilities. (humbledollar.com) A personal margin of safety allows for less stressful life transitions. awealthofcommonsense.com) Five things you can do with your old 401(k) account. thomaskopelman.com) How Venmo is more than a payment app.
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Tax Advice Restrictions For Financial Advisors: How To Offer Tax Planning And Remain In Compliance
Nerd's Eye View
NOVEMBER 30, 2022
Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.
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Tax-Loss Harvesting Best Practices (And How To Scale It Across A Client Base)
Nerd's Eye View
SEPTEMBER 7, 2022
Tax-loss harvesting – i.e., selling investments at a loss to capture a tax deduction while re-investing the proceeds to maintain market exposure – is a popular strategy for financial advisors to increase their clients’ after-tax investment returns. With these three tools (i.e.,
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Creative Planning Expands Tax Expertise With Latest Acquisition
Wealth Management
AUGUST 21, 2023
The deal to acquire CTB Financial Services will bring more tax-focused investment strategies to Creative Planning’s client base.
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Are You Talking to Your Clients About Income-Tax Diversification?
Wealth Management
MARCH 29, 2023
For clients earning substantial incomes, saving and investing may not be enough. Income-tax diversification should play an important role in their retirement accumulation and income strategy planning.
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At the Money: How to Pay Less Capital Gains Taxes
The Big Picture
JANUARY 24, 2024
At the Money: How to Pay Less Capital Gains Taxes (January 24, 2024) We’re coming up on tax season, after a banner year for stocks. Successful investors could be looking at a big tax bill from the US government. On this episode of At the Money, we look at direct indexing as a way to manage capital gains taxes.
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Transcript: Charley Ellis on Rethinking Investing
The Big Picture
FEBRUARY 25, 2025
The transcript from this weeks, MiB: Charley Ellis on Rethinking Investing , is below. Charlie Ellis is just a legend in the world of investing. He was chairman of the Yale’s Endowment Investment Committee and his, not only did he write 21 books, his new book, rethinking Investing, is just a delightful snack.
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Offering Tax Preparation As A Solo Advisor: How To Attain Designations And Create A Schedule By Next Tax Season
Nerd's Eye View
MAY 8, 2023
Traditionally, financial advice and tax preparation have existed as 2 related, but separate, services. CPA, EA, or JD) to prepare tax returns and represent clients before the IRS, there has also been the impression that there is simply not enough time for one person to do both.
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Personal finance links: investing accordingly
Abnormal Returns
DECEMBER 14, 2022
thisisthetop.substack.com) 2022 is ripe with tax loss harvesting opportunities. (ft.com) Who really benefits from 529 plans? nytimes.com) Planning Doug Boneparth, "Cash flow lives at the heart of financial organization." morningstar.com) 20 thing to do before year-end.
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Why “Deferred Sales Trusts” Can Be A Risky Way To Defer Taxes On A Business Sale
Nerd's Eye View
MAY 29, 2024
And for many business sales that create capital gains of more than $500,000, the one-time spike in taxable income created by selling a business can bump the seller into a higher income tax bracket, requiring them to forfeit a significant chunk of their funds needed for retirement to pay their own tax bill on the sale. Under IRC Sec.
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Podcast links: tax fairness
Abnormal Returns
NOVEMBER 24, 2023
podcasts.apple.com) Michael Klein talks the fairness of the tax system with William G. (freakonomics.com) Joe Weisenthal and Tracy Alloway talk about the problem with the U.S. offshore wind industry with Chelsea Jean-Michel of BloombergNEF. theirrelevantinvestor.com) Mark Manson also talks with Morgan Housel.
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Adviser links: after-tax returns
Abnormal Returns
AUGUST 26, 2024
riabiz.com) Joe Duran's RIse Growth Partners just made its first (big) investment. kitces.com) The pleasures of going from investment FOMO to JOMO. (thinkadvisor.com) RIAs continue to move up market. thinkadvisor.com) M&A Creative Planning is set up to do more, bigger deals going forward.
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TikTokInvestors
The Big Picture
MAY 9, 2024
Not if you spend tax season on a boat! TikTokInvestors: “Apart from his misleading arrogance and the inaccurate market statistics mentioned, a 401K is possibly the best investment vehicle for the average American. A good start would be eliminating all of the terrible FinTok advice on taxes, day trading and investing.
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Alternative Minimum Tax (AMT) Planning After TCJA Sunset: Preparing Clients To (Re)Encounter AMT After 2025
Nerd's Eye View
OCTOBER 16, 2024
Since the Tax Cuts & Jobs Act (TJCA) was passed in 2017, few households have been subject to the Alternative Minimum Tax (AMT), which TCJA restructured so that it applied mainly to a select number of upper-income households.
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The HSA ‘Deathbed Drawdown’: Making Tax-Efficient Distributions Of Large Balances (When There Isn’t Much Time)
Nerd's Eye View
FEBRUARY 15, 2023
Health Savings Accounts (HSAs) feature useful tax advantages that make them a popular savings vehicle. One possible outcome of ‘superfunding’ an HSA, however, is that the account owner may not actually use up all of their HSA funds over their lifetime, which can have significant tax consequences. Read More.
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$6.5B Callan Family Office Launches Tax Overlay Program
Wealth Management
NOVEMBER 7, 2024
The RIA has taken a stake in Aris Investing, a tech-enabled SMA platform, which is powering the new program.
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Pass-Through Entity Taxes: Mechanics, Considerations, And Planning Opportunities For Navigating SALT Cap Workarounds
Nerd's Eye View
MAY 31, 2023
The 2017 Tax Cuts & Jobs Act introduced a $10,000 limit on the State And Local Tax (SALT) deduction that was previously available for taxpayers who itemized their deductions. Another set of considerations involves owners of businesses that operate in multiple states, which can compound the complexity of electing a PTET.
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#FASuccess Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value, With Daniel Friedman
Nerd's Eye View
JANUARY 21, 2025
What's unique about Daniel, though, is how his firm has expanded its tax focus to include "in-house" tax return preparation for its clients as a one-stop shop, but actually outsources the tax preparation work itself to trusted CPAs that he pays out of his own revenue (rather than bringing this service fully in-house) so that he can focus his staff (..)
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A Taxpayer Victory for Americans Living Abroad
Wealth Management
NOVEMBER 29, 2023
Federal court finds foreign tax credit can offset net investment income tax.
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A $500 Million ETF Will Be Next Big Launch in Tax-Busting Trend
Wealth Management
JANUARY 21, 2025
Hill Investment Group is planning a February debut for the Longview Advantage ETF (ticker EBI), which will start trading with an estimated $500 million of assets.
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Passive vs. Active
The Big Picture
AUGUST 17, 2022
What’s obvious is that cheaper is better than more expensive; that there are inherent costs in managing an active portfolio that include more than just trading and taxes but research, analysis, PMs, etc. Another issue was the “malleability” of belief systems among the academics who research low-cost passive investing.
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Creative Planning Adds Delaware Firm Managing $535M
Wealth Management
NOVEMBER 28, 2023
The acquisition of Daniels + Tansey adds advisory, investment and tax expertise to Creative Planning.
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Wealth Tech Startup for Doctors Raises $200 Million, Eyes M&A
Wealth Management
JULY 11, 2024
Earned Wealth, founded in 2021, offers medical professionals advice on financial planning, tax planning, wealth management and investing on one interconnected platform.
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Personal finance links: the need to impress
Abnormal Returns
SEPTEMBER 20, 2023
redfin.com) Investing Jeffrey K. humbledollar.com) Trying to make up for past investing mistakes by taking on more risk is dangerous. awealthofcommonsense.com) How Morgan Housel invests his portfolio. etf.com) How to invest a large lump sum. humbledollar.com) How to calculated the real, after-tax returns on cash.
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Personal finance links: keeping your focus
Abnormal Returns
APRIL 17, 2024
wsj.com) Nine steps to tackle your retirement investing including 'Stay flexible on the withdrawal rate front.' humbledollar.com) Investing Tony Isola, "Everything we learned in probability and statistics class flies out the window when your house is on fire." wsj.com) Taxes How to bunch your charitable contributions to best effect.
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