Advisors weigh ripple effects of California billionaire tax
Intense Life Desires A proposed “billionaire’s tax” in California has captured the attention of wealthy Americans nationwide, transforming...
Tax
Opinion | The historic tax relief for American investors you haven’t heard about – The Washington Post
Opinion | The historic tax relief for American investors you haven’t heard about The Washington Post...
Self-directed IRAs carry tax complexities
Self-directed individual retirement accounts come with tax advantages and access to alternative investments — along with...
Charitable giving tax hurdle in 2026: OBBBA and the AGI Floor
High net worth donors face a new reality this year. As of Jan. 1, the...
Millionaire tax proposal in Rhode Island gets governor’s support
Rhode Island Governor Dan McKee proposed a higher tax on millionaires to help fill a...
4 ways tax-gain harvesting can cut client tax bills
Around December, advisors often look for tax-loss harvesting opportunities to offset clients’ realized gains and...
How spot bitcoin ETFs miss out on major tax alpha
Traditional investors have long viewed the approval of spot bitcoin ETFs as a kind of...
Surge in end of year tax demands from HMRC
Steve Webb, partner at LCP There’s been a surge in end of year tax demands...
5.65m yet to file tax return as deadline looms
Treasury HQ Some 5.65m people still need to file their self-assessment tax return with the...
Bitcoin’s slide sets up an unusual tax harvesting opportunity
Bitcoin’s 30% slide from its all-time high is creating conditions financial advisors say are likely...