Tax Regime Change by Lincoln Fleming August 26, 2021
Although there is still a lack of clarity on what capital gains tax changes may be passed, when they will be passed, or when they will become effective, in this blog post, we provide relevant updates and share steps advisors can take now to help clients prepare for potential changes...
Tax Regime Change by Lincoln Fleming July 7, 2021
The recent Treasury “Green Book” provides additional details to the Biden administration’s capital gains proposals and has important implications for loss-harvesting strategies...
Tax Regime Change by Lincoln Fleming June 29, 2021
Under the current tax code, most inherited assets receive a “step-up” in basis to fair market value on the date of the decedent’s death. President Biden’s proposal to repeal the step-up in basis could have an enormous impact on ultra-high-net-worth and high-net-worth investors if passed...
Active Tax Management by Lincoln Fleming May 17, 2021
As a recovering tax accountant, I’ve reviewed far more tax returns during my career than I care to remember. In an effort to add value as a tax advisor, I would frequently mine the tax returns of clients and prospects for tax “gold”—overlooked tax-planning nuggets glittering just below the surface...
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