Social Media Ideas for Tax Management

Optimizing Portfolio Growth: Managing Capital and Liabilities in Modern Tax Planning

Thinking about taxes proactively allows you to structure your investments and financial decisions to minimize your obligations and maximize long-term returns. This is the differenc...

The tax-structure playbook for ultra-wealthy clients

The difference between bleeding a third of gains to taxes and being able to keep compounding isn't luck or a secret loophole. It's structure.

Tax Law Update: September 2026

The most notable tax law developments of the past month

Rescuing Unused Exemption With Upstream GPOA Planning

The technique allows wealthier clients to obtain a favorable basis adjustment

Tax Law Update: July/August 2026

The most notable tax law developments of the past month

Wealth Tax Watch- A Mid-Year Update

Using Excess GST Tax Exemption Before It’s Lost

A step-by-step decanting strategy

Tax-Aware Portfolio Construction: A Practitioner’s Perspective

Taxable investors don’t just own a portfolio; they own a tax-sensitive balance sheet.

Treasury Raises Concerns About Tax-Aware Investment Products

At a Wall Street Tax Association seminar on July 21, 2026, Treasury officials discussed various strategies involving regulated investment companies in which Treasury has taken an i...

More on Tax-Aware Long-Short Investing Strategies

Loukia Gyftopoulou, Paige Smith & Charlie Wells (Bloomberg): The Ultrawealthy Tax Maneuver That’s Spooking Schwab and Fidelity For months, the brokerage had piled into one of t...

Managed accounts ramping up tax alpha services: Cerulli

Even more than access to alternative assets and simplified platforms, advisors are looking to outside account providers to help them manage clients' taxes.

The Sunset Is Gone. Income Tax Remains: The PPLI – PPVA Solution.

For the better part of a decade, every estate planning conversation my colleagues had with a high-net-worth family started with the same clock: the 2017 Tax Cuts and Jobs Act exemp...

UK Withholding Tax on Interest- Simplification or Risk Shift?

Treasury Flags Concern Over ‘Potentially Abusive’ Tax Trades

The Treasury Department is eyeing tax alpha strategies, which largely deploy financial engineering to exploit various rules in the U.S. tax code.

How to invest tax-free: When you should use a pension or an Isa and other tips to beat the taxman

The main levies investors need to worry about are capital gains tax, dividend tax and income tax on bond coupons, but you can avoid them if you invest smart.

Transitioning Foreign Tax Allocations and Implementing the Ten Percent Credit Disallowance Under Section 960(d)(4)

Section 898(c) Transition Rule for Allocating Foreign Taxes and Section 960(d)(4) Foreign Tax Credit Disallowance, REG-115145-25, July 31, 2026 The Department of the Treasury...

Treasury’s Excluded Property Sales Income Regulations under Section 250: Deconstructing the Proposed Guidance for Tax Pr...

Application of Section 250(b)(3)(A)(i)(VII) to Sales or Other Dispositions of Property, REG-117130-25, 91 Fed. Reg. _____ (proposed Aug. 20, 2026) (to be codified at 26 C.F.R....

9 Ways to Lower Your Tax Bill

It’s easy to ignore taxes before tax season rolls around, but if you’d like to pay less next season, you […] The post 9 Ways to Lower Your Tax Bill appeared first on .

IRS and Treasury Discuss Current Issues With ETFs and Tax Aware Strategies

Why Tax Efficiency Is Worth Your Attention as an Investor

You’ve picked your funds and weighed up a few shares, but what… The post Why Tax Efficiency Is Worth Your Attention as an Investor appeared first on Your Coffee Break.

Ways to experience tax freedom

From lower federal tax rates to new tax credits and homebuyer incentives, here are the key 2026 tax changes Canadians should know. The post Ways to experience tax freedom appeared...

Treasury and IRS Expand Proposed Trump Account Guidance

Tax Strategy: Taxes and name, image and likeness issues

Questions continue to arise as to whether some student athlete NIL compensation should be treated as wages subject to withholding.

Foreign Tax Credits Against the Net Investment Income Tax: A Critical Analysis of the Federal Circuit’s Decisive Rulings...

Estate of Paul Bruyea v. United States, F.4th , No. 25-1563, ECF No. 58 (Fed. Cir. Aug. 31, 2026), reversing Bruyea v. United States, 174 Fed. Cl. 238 (2024). Matthew Christ...