Tax Planning

Tax Planning a Top Concern for Ultra-High-Net-Worth Investors During Election Year, According to Tiedemann Advisors Survey

Survey Explores Trends and Challenges Facing Estate Planning Industry Including the Rise of the Single-Family Office More than half (51%) of trust and estate planning professionals say tax uncertainty is top-of-mind for their ultra-high-net-worth (UHNW) clients during the 2020 election cycle, according to a recent survey conducted by Tiedemann Advisors, one of the largest independent …

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Your game plan for making the most of employer-issued stock options

Employer stock options remain a potentially valuable asset for recipient employees, especially when they work for start-ups or fast-growing enterprises. For example, many Silicon Valley millionaires got rich (or at least semi-rich) from exercising their employer stock options. However, complicated tax rules apply to folks who exercise company stock options. And when the market goes …

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Best 5 Tax Saving Options With Good Return For Risk-Averse Investors

Investment oi-Roshni Agarwal | Published: Saturday, January 25, 2020, 11:08 [IST] It’s time again for you to be aggressive if you are not through with your tax planning exercise for the FY 2019-20. And if you are among those who prefer moderate or less risky investments, here are listed some of the best avenues that …

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Powell River residents looking at tax increase of 4.8 per cent

Chief Financial Officer Adam Langenmaier brought the preliminary 2020 – 2024 Financial Plan before the Finance Committee yesterday.  “The reality is that these increases are necessary for the City to continue to offer its current level of services. The alternatives are to either find additional sources of revenue or look at possibly reducing services. An increase in …

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Financial Advisor IQ – Content Page

Creative Planning has added a wealth management practice in Texas, marking at least its fifth acquisition. Addison, Texas-based Stratford Consulting, led by Susan Schildt and Michael Hemp, manages around $618 million, according to a press release from Creative Planning. The companies didn’t disclose the financial terms of the deal. “As a boutique comprehensive financial planning …

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Taxation & Representation – January 2020 | Brownstein Hyatt Farber Schreck

Welcome to 2020! Although we have enjoyed the time off, we have been itching to get back into the swing of things. Since you have not seen Taxation & Representation in your inbox since the previous decade, we thought it was about time we celebrated the New Year and decade with a special edition. Below, …

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Financial Advisor IQ – Content Page

Creative Planning has added a wealth management practice in Texas, marking at least its fifth acquisition. Addison, Texas-based Stratford Consulting, led by Susan Schildt and Michael Hemp, manages around $618 million, according to a press release from Creative Planning. The companies didn’t disclose the financial terms of the deal. “As a boutique comprehensive financial planning …

Financial Advisor IQ – Content Page Read More »

No, Californians aren’t being asked to repeal Prop. 13’s residential property tax limits

Supporters of a California ballot measure that would remove some of Proposition 13’s tax protections say claims shared thousands of times on Facebook and other social media platforms have distorted their initiative.  The campaign for the California Schools and Local Communities Funding Act of 2020, also known as the “split-roll” measure, is still gathering signatures to qualify …

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