The Assets: Tax planning

Merrill Lynch Counterpunching Against Misleading Marketing Lawsuit

December 2, 2019No Comments

The continuing case involves marketing material on a website cited by an investor and an online agreement form cited by the wirehouse.

U.S. Presidential Hopeful Pete Buttigieg Proposes Boosting 401(k) Savings and Social Security Payments

November 27, 20191 Comment(s)Last Comment: November 27, 2019

The mayor of South Bend, Ind., has proposed expanding Social Security benefits for caregivers and the establishment of a “public option” 401(k) program.

Wells Fargo Finds Political Climate a Hot Topic for Wealthy Clients

November 20, 2019No Comments

Especially when it comes to their charitable giving.

Specter of a Warren Presidency Spurs Ultra-Rich to Protect Assets Now

November 13, 20191 Comment(s)Last Comment: November 14, 2019

Wealth managers say clients are looking to shield their wealth in case Elizabeth Warren’s wealth redistribution plans materialize.

Trump Will Easily Win 2020 if Economy Holds Up, Economists Say

October 21, 2019No Comments

Three separate analytics groups predict a re-election of President Donald Trump next year.

Sifma Slams Democrats’ Proposed Financial Transaction Tax

October 15, 2019No Comments

The trade group says that the tax supported by presidential nominees Elizabeth Warren and Bernie Sanders would hurt individual investors.

Special Report: How to Use Tax-Advantaged Bonds to Maximum Effect

September 24, 2019No Comments

Municipal bond funds are surging in popularity this year at the expense of equities. In Part Two of our special report on fixed income, learn how they can benefit your clients’ portfolios.

SEC's Opportunity Zone Warning is "Prudent Reminder," Ex-Enforcement Lawyer Says

July 18, 2019No Comments

The watchdog apparently doesn’t want people to get ahead of themselves the way they did with initial cryptocurrency offerings.

Impact Investors Push for Increased Opportunity Zone Reporting Requirements

July 15, 2019No Comments

They also want Treasury-certified monitors to evaluate and certify the fund managers.

These New Tax Break Funds For the Rich Are Having Trouble Finding Investors

July 12, 2019No Comments

The regulatory regime lacks clarity and it's scaring people off.