Managers of Wealth Americas

Early preparation may help taxpayers glide through tax season

A lot can happen in a year’s time that may impact income tax filing.

International families in California – beware of the tax implications of community property

The equal ownership rule means that any assets your partner owns (for instance, a property owned in their name and not yours) are considered to be 50% owned by you

Andersen Adds New San Diego Office, Expands Southern California Footprint

The move comes after the professionals from Reibman, a leading San Diego-based tax compliance and planning firm, joined Andersen.

How Much Do I Have to Make to File Taxes?

It’s crucial when filing to understand what status you fall under.

The IRS just announced the new tax brackets. Here's how to see yours.

The IRS adjusts tax brackets annually — as well as many other provisions, such as retirement fund contribution limits — to counter the impact of inflation.

Temporary Tax Plan Could Boost Your Standard Deduction By Up to $4,000

"The vast, vast majority of my constituents use the standard deduction on their taxes every year," said Rep. Carol Miller

How The Rich (Legally) Avoid Paying Savings Account Taxes

The conventional savings accounts offered by most banks and credit unions and some other financial institutions, including online banks, are ideal for saving money for short-term needs.

Raymond James Selects J.P. Morgan Asset Management's 55ip

55ip delivers custom, tax-smart investing at scale.

Grant Thornton achieves record revenues of $2.4 billion in FY 2023

When adjusted for this divestiture, Grant Thornton's year-over-year revenues grew 11.6%, on a pro-forma basis.

Why you should worry about new super tax – even with less than $3m

These two worked examples show how the taxing of unrealised capital gains can have unintended consequences.

Al Bernikow, former deputy CEO of Deloitte & Touche, dies at 82

He was also a member of Deloitte & Touche’s executive management committee and served as an advisory partner to numerous large clients.

Update on regulation of SEP for purposes of taxation of digital services

The decree will be issued directly by the Ministry of Finance and does not require the approval of Congress.

Changes to how US taxes handle research expenses

Under the previous tax regime, businesses could easily deduct R&E expenses as part of their ordinary and necessary operational costs.

Goldstone Financial Group Nashville Announces Wealth Management To Reduce Taxes

The goal behind Goldstone Financial Group's recently announced tax planning services is to help reduce the tax burden of their clients

Tax adviser to star DJs and models arrested for alleged $100 million tax evasion scam

Federal prosecutors in the U.S. say the scheme helped obscure over $100 million in revenue that would have been subject to U.S. tax in years where Butselaar's clients did extensive work in the United States.

Tax-efficiency for alternative investments

PPLI policies are highly customizable, and can be structured to allow for different types of investment strategies and asset classes that are generally not available in other forms of life insurance.

Brookfield faces allegations of tax avoidance ahead of AGM

Jason Ward, principal analyst at CICTAR in Sydney, questioned whether Brookfield can claim to be a responsible investor.

Avantax Reports Robust Recruiting Pipeline as Prospects Continue to See Tax-Advantaged Wealth Management as a Preferred Growth Pathway

Avantax reports more than $228 million in newly recruited assets during 2023’s first quarter with continued interest from growth-minded independent financial professionals and accounting firms

‘Excessive wealth disorder’: Should the ultra-rich pay more to help solve America’s problems?

The think tank promotes adding special surtaxes for ultra-wealthy people, imposing a “wealth tax” on assets such as real estate, yachts and luxury vehicles, and increasing IRS enforcement on the super-rich.

For EY, breaking up is hard to do

But there is still a commitment to a split into two companies.