Managers of Wealth Americas

Taxes May Be a Bigger Deal Than Alpha, This Fund Manager Says

Few people think to look at the impact of capital gains on their mutual funds

IRS Gives Big Tax Reporting Break To Foreign Trusts

It seems particularly aggravating that many legitimate foreign pension and retirement plans and trusts are caught within the same rules, even perfectly legitimate programs you may have participated in while you were working overseas.

IRS Gives Big Tax Reporting Break To Foreign Trusts

But the penalties can be much worse if you acted in ways that look willful to the IRS.

Four tricks the wealthy use to reduce taxes that ordinary Canadians can try, too

You don’t have to be in the 1% to incorporate these tried and true tax strategies into your own planning

Walgreens CEO Favors Trio of Tax Havens for $10 Billion Fortune

The disclosures illustrate the lengths many of the world’s richest people go to manage and protect their wealth.

Potential Problems For Clients Fleeing High-Tax States

Wealthy taxpayers in high-tax states are considering moves to Arizona, Florida, Texas, Nevada or Tennessee, among others.

Change in US tax treatment of alimony and its impact on divorce negotiation

The modification must expressly state that the TCJA’s amendments apply to the modified agreement.

IRS steps up war on captive insurance tax dodges

The IRS teams comprise employees from its large business, international and small business and self-employed divisions.

Despite US-French truce on DSTs, prospects for broader OECD tax pact remain uncertain

The result at the end of the week appeared to be a ratcheting down of tensions between the US and France

Despite US-French truce on DSTs, prospects for broader OECD tax pact remain uncertain

France implemented its tax last fall, retroactive to January 1, 2019

Ultra-wealthy worried about taxes as election nears

Survey Explores Trends and Challenges Facing Estate Planning Industry Including the Rise of the Single-Family Office

Tax implications of the new civil partnership status - Withers

Careful consideration should therefore also be given to whether it is advisable to enter into a pre- or post-civil partnership nuptial agreement before entering into a civil partnership

Outlook for Canada's venture capital market remains robust: KPMG in Canada

Canadian VC investment totalled US$1.17 billion in the fourth quarter

TFSA Pension: How to Turn $69,500 Into a Tax-Free Income Stream!

With that in mind, here’s a simple strategy to turn your TFSA into a tax-free personal pension.

Majority of Americans favor wealth tax on very rich: Reuters/Ipsos poll

Results were similar across gender, race and household income. While support among Democrats was stronger, at 77%, a majority of Republicans, 53%, also agreed with the idea.

New M&A target for RIAs? Accounting firms

The Mariner deals are an example of the “dynamic actions we will start to see from an emerging class of RIA mega-firms [aiming to] expand their services beyond the standard lines of wealth management,” says David DeVoe, managing partner of RIA

2019 Tax Law Update: Highlights Of Spending Package's Tax Law Changes

Some of these extensions might open up year-end tax planning opportunities if you can act before December 31.

Bill Gates, ending the decade richer, calls for higher wealth tax

The US billionaire says the rich, including himself and his wife, should pay more taxes than they currently do.

Google says it will no longer use 'Double Irish, Dutch sandwich' tax loophole

Technique allowed the tech giant to delay paying US taxes on international earnings for years, and pay a lower tax rate overseas

2020 IRS Regulatory Plan Focuses on Wrapping Up Tax Law Work

The remaining agenda covers a wide range of issues affecting both businesses and individuals, including a limit on business interest expense deductions and restrictions on a favorite tax break of hedge fund managers.