Lynnley is a business journalist who previously worked for Bloomberg, The New York Times, Newsweek and The Boston Globe. She spent seven years in the 1990s in Russia, where she covered energy and commodities for Reuters in Moscow. A graduate of Princeton University, she is fluent in Russian. In a recent cover story, she examined how some
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The White House’s sweeping proposal to raise taxes on the wealthy will likely force advisors to get creative as they structure sales of their practices.
April 29 -
Biden’s proposal to raise capital gains taxes on investments profits would hit many business owners, not just ultra-wealthy investors.
April 27 -
Many RIAs can qualify for this lucrative benefit. Here’s what you need to know this tax filing season.
April 20 -
Concerned that tax rates and IRS bills may rise under Biden, wary advisors note that Roth plans are not just for younger investors.
April 6 -
Advisors are urging clients to make tax-planning moves this year to preserve the preferential capital gains rate and turbocharge business deductions.
March 30 -
Yet another IRS change to tax rules amid the COVID pandemic is complicating tax-planning opportunities for financial advisors this filing season.
March 23 -
“Even the easy returns are not simple right now,” a CPA says.
March 16 -
It’s not just $1,400 checks. Here’s what advisors need to know about other financial perks in the massive stimulus package.
March 11 -
Roth conversions and backdoor Roths ease COVID financial pain for wealthy earners this tax season
March 9 -
A COVID-wrecked economy has changed the calculus for some financial planners.
February 23 -
The agency’s commissioner is upbeat, but tax preparers and financial planners worry that this year could be especially chaotic due to the COVID pandemic.
February 18 -
Some business owners can get hurt by workarounds to the $10,000 limit for state and local tax deductions.
February 16 -
Beverley Schottenstein accused the bank and the brokers of unauthorized trading of “multiple auto-callable structured notes and various other securities,” among other alleged misconduct.
February 10
