Taxes Related Topics 
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.
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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Nerd's Eye View
MARCH 12, 2025
Because when it comes time to rebalance the portfolio to its asset allocation targets – or to reallocate the portfolio to a new strategy – any trades made to implement those changes can generate capital gains, resulting in tax consequences for the investor. Read More.
Wealth Management
NOVEMBER 4, 2024
A single-minded strategy of tax avoidance is often not in a client’s best interest.
Speaker: Rita Keller - President of Keller Advisors, LLC
You've worked diligently and have built a glowing reputation grounded in your excellent skills in tax, accounting, and auditing. You're known as the “go-to” person when a client is faced with tax and financial decisions. You have a very successful firm -- but that’s not enough.
The Big Picture
DECEMBER 4, 2024
Would you like to diversify but also defer paying big capital gains taxes? I’m Barry Ritholtz and on today’s edition of at the money we’re going to discuss how to manage concentrated equity positions with an eye towards diversification and managing big capital gains taxes. None of these solutions are optimal.
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.
Advertiser: G-P
This option allows foreign employers with no entity in-country to make special “payroll-only” registrations with in-country tax and social security bodies so they can issue a local payroll. Simple, right? Before you go forward with payroll-only registration as a solution, you should know it’s more complex than just filing some paperwork.
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