Six planning strategies for a down market
It can be difficult to navigate a down market, investors may be able to take advantage of tactical planning opportunities.
Tag: capital gains tax
A glance at the House tax proposals
House Ways and Means Committee released its tax proposals totaling about $2 trillion in tax increases.
Top tax questions on the minds of financial professionals
As lawmakers debate spending bills on Capitol Hill, the leading tax questions on the minds of advisors involve proposed changes to the tax code.
Direction of estate taxes among top advisor concerns
Most advisors are closely monitoring tax policy as it is not yet clear what proposals around estate taxes will be introduced on Congress’s agenda this year.
Top questions from advisors about taxes
Advisors are fielding many questions about taxes and the outlook for tax increases under the new administration.
Year-end deadline approaches for opportunity zone tax break
Under a program created by the Tax Cuts and Jobs Act, investors can receive a tax break on capital gains if they invest those gains in an opportunity zone.