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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.
The 2027 Top 100 U.S. ProAdvisors, the Top U.S. Up-n-coming ProAdvisors, and the Top 25 Tax Advisors qualifications are listed below.
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...
Moving abroad changes your finances, but it doesn't change your U.S. tax obligations.
A strategy popularized by AQR to help wealthy people slash their taxes on ordinary income is facing a sign that authorities are preparing to clamp down.
The audit letter; race-conscious policies; long-short strategy; and other highlights from our favorite tax bloggers.
Bold and arrogant; secure repeat business; questionable tax returns; and other highlights of recent tax cases.
The most notable tax law developments of the past month
The IRS drew new boundaries around 351 conversions, targeting cases in which, as part of a prearranged plan, an ETF effectively serves as a conduit to convert one set of appreciate...
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...
One expert warned that advisors touting Section 351 conversions for tax purposes should reconsider recommending the strategy.
Rev. Rul. 2026-20, 2026-20 I.R.B. 1, September 28, 2026 Notice 2026-62, 2026-20 I.R.B. 1, September 28, 2026 In a coordinated regulatory release, the Department of the Treasu...
While there are many factors that affect a country's economic performance, taxes play an important role. A well-structured tax code is easy for taxpayers to comply with and can pro...
In July, Treasury officials warned that they were scrutinizing a burgeoning category of tax-aware investment strategies. At the time, Treasury stopped short of issuing guidance. We...
Miriam Gottfried (WSJ): ‘A Roth IRA on Steroids’: Wealthy Americans Find Another Tax-Free Way to Invest Enter private-placement life insurance, a customizable insurance contract th...
Many of the tools Jeffrey Epstein employed in the tax transactions cited in a report have been used by other billionaires to generate massive tax savings.
After the Second Circuit’s decision in Soroban and the Fifth Circuit’s substituted opinion in Sirius Solutions, the limited partner exception for self-employment taxes is narrower....
Hall’s research helped economists understand how taxes distort investment decisions, while his work with Rabushka shows how to minimize those distortions. Although the US remains f...
As wealth tax proposals pop up around the country, advisors guide clients through assessing how these factors change the equation of financial planning.
Recent tax law changes are prompting businesses to rethink entity structures. Here's what financial advisors need to know when guiding clients or making decisions about their own R...
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