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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Most studies showing "tax alpha" through tax-loss harvesting assume investors are already rich, taxed in the highest brackets and flush with short-term capital gains.
August 23 -
Despite what the wealth management industry suggests, some investors benefit more from the popular strategy than others.
August 8 -
An obscure retirement and estate planning technique holds added benefits amid tighter rules on inherited IRAs.
August 2 -
Stock market woes are depressing earnings for advisors who charge on client assets, but the pass-through benefit and a health insurance deduction can alleviate a lot of the pain.
July 26 -
The strategy is widely promoted, but it can leave some investors worse off.
July 19 -
The requirement, buried in the $1 trillion infrastructure law passed last year, mirrors one for brokerages and has flown under the radar.
July 5 -
“Inflation psychology” is back, complicating financial planners’ discussions with unnerved retirement savers.
June 27 -
When the tax agency said annual withdrawals would be required before an account is drained by year 10, it created a firestorm. Here's what's happening now.
June 7 -
The new law requires digital apps and online marketplaces to send a tax form to both the IRS and a recipient who receives $600 or more a year in online payments.
May 30 -
Think you’ve locked in your high exemption from gift and estate taxes? The agency suggests a rethink.
May 10 -
Advisors tend to avoid clients' tax issues when they involve the IRS. It's a missed opportunity to add value.
April 26 -
Even if they dislike digital assets, wealth planners have a fiduciary duty to understand their confusing and murky tax treatment.
April 11 -
Ending tax-free wealth transfers through the longstanding step-up in basis loophole is among the proposals.
March 29 -
The $2.6 billion Miami firm is the largest independent advisor yet to take advantage of the U.S. territory’s incentives.
March 27 -
The bull market has made many wealthy clients overweight in single stocks. Here’s what they can do to diversify their retirement nest eggs and cut taxes.
March 15 -
The mortgage interest deduction is capped, but the investment interest expense deduction isn’t.
March 7 -
It's counterintuitive, but basic short selling can boost the after-tax return on an entire retirement portfolio.
February 22 -
Rich investors with sizable business losses are caught in pandemic tax hell amid IRS delays.
February 15 -
R. David Yost and his soon-to-be-former son-in-law are slugging it out in court over allegations of tax evasion.
February 8 -
Here are four core moves that advisors are considering right now for clients as they gear up to file their federal tax returns.
February 1
