Showing 1 to 12 of 12 results
German Parental Allowance Creates Unexpected Tax Liability
In Germany, tax-exempt parental allowance unexpectedly leads to higher tax bills for many due to the "progression reserve," impacting income tax calculations; married couples may benefit from separate tax filings.
German Parental Allowance Creates Unexpected Tax Liability
In Germany, tax-exempt parental allowance unexpectedly leads to higher tax bills for many due to the "progression reserve," impacting income tax calculations; married couples may benefit from separate tax filings.
Progress
60% Bias Score
Commodity Funds: High Fees, Complex Taxes, and Mixed Performance
This article analyzes commodity funds, revealing their poor performance against inflation in the past three years except for precious metals, and highlights the complex tax implications of K-1-free funds, recommending holding them only in IRAs due to unfavorable tax treatment of gains and losses.
Commodity Funds: High Fees, Complex Taxes, and Mixed Performance
This article analyzes commodity funds, revealing their poor performance against inflation in the past three years except for precious metals, and highlights the complex tax implications of K-1-free funds, recommending holding them only in IRAs due to unfavorable tax treatment of gains and losses.
Progress
44% Bias Score
CIRO Seeks to Allow All Investment Advisors to Use Personal Corporations for Compensation
CIRO proposes allowing all investment advisors to use personal corporations for compensation, requiring changes to provincial securities legislation and potentially impacting tax regulations; the plan faces implementation challenges due to varying provincial regulations and the need for federal tax ...
CIRO Seeks to Allow All Investment Advisors to Use Personal Corporations for Compensation
CIRO proposes allowing all investment advisors to use personal corporations for compensation, requiring changes to provincial securities legislation and potentially impacting tax regulations; the plan faces implementation challenges due to varying provincial regulations and the need for federal tax ...
Progress
40% Bias Score
UK Buy-to-Let Companies Surpass All Other Business Types
Buy-to-let companies have become the UK's largest business type, exceeding 400,000 in February 2024, a fourfold increase since 2016 due to tax changes, despite some market contraction; average monthly rent rose by 1% to £1,355, while London saw rent decreases.
UK Buy-to-Let Companies Surpass All Other Business Types
Buy-to-let companies have become the UK's largest business type, exceeding 400,000 in February 2024, a fourfold increase since 2016 due to tax changes, despite some market contraction; average monthly rent rose by 1% to £1,355, while London saw rent decreases.
Progress
40% Bias Score
Nasdaq Dip: Tax Strategies or Market Shift?
The Nasdaq Composite fell nearly 4% last week as the 10-year Treasury yield hit its highest level since 2023; however, some wealth managers believe this is a short-term correction due to tax-loss harvesting rather than the start of a downturn.
Nasdaq Dip: Tax Strategies or Market Shift?
The Nasdaq Composite fell nearly 4% last week as the 10-year Treasury yield hit its highest level since 2023; however, some wealth managers believe this is a short-term correction due to tax-loss harvesting rather than the start of a downturn.
Progress
32% Bias Score
Lack of Succession Planning Risks Costly Family Business Transitions
A new report reveals that two-thirds of business owners lack succession plans, risking costly disputes and inefficient transitions as over 60% of family businesses are set to change ownership in the next 10 years; proactive planning is crucial for maximizing financial returns and minimizing family d...
Lack of Succession Planning Risks Costly Family Business Transitions
A new report reveals that two-thirds of business owners lack succession plans, risking costly disputes and inefficient transitions as over 60% of family businesses are set to change ownership in the next 10 years; proactive planning is crucial for maximizing financial returns and minimizing family d...
Progress
36% Bias Score
U.S. SMLLC Real Estate Investment: Tax Implications for NRAs
Non-resident aliens (NRAs) using U.S. single-member LLCs (SMLLCs) for real estate face complex tax implications, including a 30% withholding tax on rental income unless a special election is made, FIRPTA taxes on capital gains, and a significant estate tax burden upon death, potentially reaching 40%...
U.S. SMLLC Real Estate Investment: Tax Implications for NRAs
Non-resident aliens (NRAs) using U.S. single-member LLCs (SMLLCs) for real estate face complex tax implications, including a 30% withholding tax on rental income unless a special election is made, FIRPTA taxes on capital gains, and a significant estate tax burden upon death, potentially reaching 40%...
Progress
36% Bias Score
Estate Executors Face Legal Risks Over Investment Decisions
Executors face legal risks if they don't invest large estate proceeds appropriately, potentially leading to lawsuits from heirs. Experts recommend professional investment advice for estates with multi-year settlements and proactive communication with beneficiaries.
Estate Executors Face Legal Risks Over Investment Decisions
Executors face legal risks if they don't invest large estate proceeds appropriately, potentially leading to lawsuits from heirs. Experts recommend professional investment advice for estates with multi-year settlements and proactive communication with beneficiaries.
Progress
40% Bias Score
Tax Implications of Canceled Debt: Exceptions and Exclusions
When debt is canceled, it's often taxed as income; however, exceptions exist for gifts under $17,000, mortgage debt relief up to $750,000 (2021-2025) on a primary residence, bankruptcy discharges, insolvency, and disputed debts, though complexities and IRS Form 982 or 1099-C filings may apply.
Tax Implications of Canceled Debt: Exceptions and Exclusions
When debt is canceled, it's often taxed as income; however, exceptions exist for gifts under $17,000, mortgage debt relief up to $750,000 (2021-2025) on a primary residence, bankruptcy discharges, insolvency, and disputed debts, though complexities and IRS Form 982 or 1099-C filings may apply.
Progress
40% Bias Score
Vanguard to Pay $106.4 Million to Settle SEC Charges Over Undisclosed Tax Information
Vanguard Group will pay $106.4 million to settle SEC charges for failing to disclose tax information about its target-date funds, impacting hundreds of thousands of investors due to a 2020 change in minimum investment requirements for institutional fund classes, leading to large capital gains tax bu...
Vanguard to Pay $106.4 Million to Settle SEC Charges Over Undisclosed Tax Information
Vanguard Group will pay $106.4 million to settle SEC charges for failing to disclose tax information about its target-date funds, impacting hundreds of thousands of investors due to a 2020 change in minimum investment requirements for institutional fund classes, leading to large capital gains tax bu...
Progress
48% Bias Score
No Federal Taxes on 2024 Student Loan Forgiveness, But State Taxes May Apply
The American Rescue Plan Act of 2021 eliminated federal taxes on student loan forgiveness through 2025, benefiting over 1 million borrowers in 2024; however, some states may still impose state taxes on forgiven debt.
No Federal Taxes on 2024 Student Loan Forgiveness, But State Taxes May Apply
The American Rescue Plan Act of 2021 eliminated federal taxes on student loan forgiveness through 2025, benefiting over 1 million borrowers in 2024; however, some states may still impose state taxes on forgiven debt.
Progress
36% Bias Score
Managing Intergenerational Wealth Transfer
This article explores the anxieties surrounding intergenerational wealth transfer and outlines various strategies, such as trusts and annuities, to ensure responsible and cautious distribution of assets.
Managing Intergenerational Wealth Transfer
This article explores the anxieties surrounding intergenerational wealth transfer and outlines various strategies, such as trusts and annuities, to ensure responsible and cautious distribution of assets.
Progress
40% Bias Score
Showing 1 to 12 of 12 results