taxes
Our clients' taxes and the tax-savings strategies we can devise for them should be on our minds year-round.
Viewing your muni portfolio through a tax-smart lens will open your eyes to its true after-tax value.
Have you spoken to your clients about how pandemic-imposed working-from-home arrangements may affect their tax liabilities?
As 2020 winds down, many tax- and residency-related matters are coming to the fore. How should you tackle them with clients?
Now might be a good time to talk to clients about their capital gains taxes.
As US companies begin to report their first quarter results, investors will need to consider the ongoing effects of the 2017 US Tax Cuts and Jobs Act, writes Sandra Peters, CPA, CFA.
Investors need to request that the companies they invest in include the income tax footnote along with their 2017 earnings release. Sandra Peters, CFA, explains why.
Yesterday, Congress passed the tax reform bill that reduces the corporate tax rate from 35% to 21%. Tax law changes will make it into financial statements when they are signed by President Donald Trump. While the changes are not effective until 2018, they significantly impact estimates made in 2017 financial statements once the bill is signed.
For everyone who has not read the Republican tax legislation in full, Joachim Klement, CFA, provides a concise summary of its costs and benefits in one chart.
The yet-to-be-completed US tax bill reducing the corporate tax rate from 35% to 20% and encouraging the repatriation of earnings is generally seen by investors as a positive development. But investors should be mindful of several resulting tax consequences that may decrease valuations and corporate earnings once the bill is enacted.