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Tax
Morgan Stanley, JPMorgan turn to tax expertise to stand out
For high net worth clients, wealth managers are coming to realize that basic tax-loss harvesting...
Petition demands government commitment to pension tax lock
The parliamentary petition calls for pension tax lock A new petition is calling on government...
How OBBBA is changing tax planning and policy
President Donald Trump’s One Big Beautiful Bill Act, signed into law on July 4th, will...
Judge nixes ex-Well Fargo broker’s tax write-off claim
When Francisco Gil was an advisor at Wells Fargo, he twice used a tax form...
The Next Step: Confronting a million-dollar tax hurdle
The saying goes, “A physician who treats himself has a fool for a patient.” Could...
Northwestern Mutual files tax case amid OBBBA meal crackdown
Financial advisors and tax professionals may have lots to chew on with the business owners...
Lawmakers advance tax legislation for billionaires, IRS, Tax Court
Senate and House Democrats proposed a bill aimed at ensuring billionaires pay a “fair share”...
Converting A Primary Residence Into Rental Property: Tax Strategies To Preserve Gain Exclusion, Defer Gain Recognition, And Leverage Deductible Expenses
For many homeowners, moving to a new residence is a straightforward process of selling one...
LGT adds Scots tax specialist as demand rises
Kirsty Thomson LGT Wealth Management has appointed Kirsty Thomson as a wealth planner in its...