Financial Advisor

Sponsors Insights: Can Strategic Asset Location Lessen The Impact Of Tax Friction?

Tax friction (or the reduction of returns due to taxes) can have a significant impact on wealth over time, and proactive asset location is essential to minimize this erosion. The simple asset location ...
Healio

Permanent life insurance can serve as asset class in a well-diversified portfolio

Please provide your email address to receive an email when new articles are posted on . Real estate and life insurance offer the ability to perform tax-free exchanges. Real estate and cash value ...
Forbes

Lummis Crypto Tax Reform Bill Could Transform U.S. Digital Asset Rules

WASHINGTON - SEPTEMBER 21: Sen. Cynthia Lummis, R-Wyo. (Bill Clark/CQ-Roll Call, Inc via Getty Images) The U.S. digital asset industry has been operating under a tax code that wasn’t built for the ...
Forbes

Global Assets, U.S. Persons: Cross-Border Tax Planning Mandatory

Forbes contributors publish independent expert analyses and insights. Admitted NY Bar and US Tax Court, covers US international tax law. We are living in an interconnected world. Couples reside across ...