Practical analysis for investment professionals


Obama Won. Now What for the Fiscal Cliff, Dividends, and Taxes?

President Barack Obama swept to victory on Tuesday, securing four more years in the White House. Now what? What does the outcome mean for taxable investors and what should you and your clients be thinking about between now and the end of the year?

Take 15: Key Trends and Issues for Financial Advisers (Video)

Michael Kitces, partner and director of research at Pinnacle Advisory Group, which oversees about $1 billion of client assets, discusses some of the key issues and trends for financial advisers, including the looming fiscal cliff, the potential for tax rates to rise significantly in the future, how to plan around tax increases, and whether the 4% safe withdrawal rate is still an appropriate rule of thumb.

Taxes and Investing: Concrete Strategies for Improving After-Tax Returns

Gregg S. Fisher, CFA, explains why investors should do a better job now, before the close of the 2012 calendar year, integrating their taxes and Form 1040 with their investment portfolio strategy.

Asset Allocation for Private Clients: One Part Theory, Two Parts Emotion

Helping a client understand and articulate their own goals and their biggest fears, and then building a compatible investment strategy, is an enormous challenge and is likely to be different with every client.

Intentionally Defective Grantor Trusts: Popular Strategy in the Crosshairs

If President Obama's proposed budget for 2013 makes it through Congress, there are only a few months to go before a popular trust strategy — the sale of an asset to an intentionally defective grantor trust, or IDGT — may be eliminated.

Five Tax-Savvy Wealth Transfer Strategies

For most U.S. taxpayers, April 15 is a red-letter day. But that doesn’t mean tax matters should be filed and forgotten about until next year. There are several favorable estate, gift, and generating-skipping transfer (GST) tax provisions that are set to expire at the end of the year, unless Congress acts to extend them in the coming months. That means there is still time for your clients to take advantage of larger exclusions and lower tax rates.

By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.