Toby is a veteran journalist with more than a dozen years of experience in the field who joined Financial Planning in 2017 after prior tenures with the New York Daily News, Commercial Observer and City Limits. He earned an undergraduate degree in the humanities from the University of Texas at Austin and a master's degree in journalism from the Craig Newmark Graduate School of Journalism at the City University of New York. He has won a dozen business journalism awards during his time with Financial Planning, including those received for the 2020 podcast series "
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Former President Trump is disavowing the conservative blueprint, which advocates for radical shifts in regulations and taxes that would reverberate in the industry.
July 17 -
The combination of variable prepaid forwards with long and short equity positions outpaces the after-tax returns of a direct indexing strategy, a new study found.
July 15 -
For financial advisors, tax professionals and their clients, the opportunities and acronyms look endless. Three experts explain the key questions to consider.
July 11 -
The decisions indicated that justices will use far stricter scrutiny of government regulations moving forward, and some cases dealt a direct impact right away.
July 10 -
Art carries higher rates than most investments, but financial advisors and their clients can tap into trusts, charitable donations, loss harvesting and the stepped-up basis.
July 8 -
Many plan participants told the U.S. Government Accountability Office they didn't understand their four main options — or the potential tax consequences.
June 24 -
The growing fixed-income products carry some risks, but their returns this year are attracting more financial advisors and their clients, according to experts.
June 17 -
Jeffrey Levine and The American College of Financial Services hope to help more financial advisors branch into the related but historically separate field.
June 11 -
A decision backing the surviving shareholder in a family business could have carried major tax implications to succession plans. Instead, SCOTUS backed the IRS.
June 10 -
Tax deductions for meals come with a 50% limit in most cases. Here's a mini guide to noshing breaks for financial advisors, tax professionals and their clients.
June 10 -
The growing number of fraud victims who suffer staggering financial losses often find themselves having to pay Uncle Sam for their missing income, experts say.
June 7 -
The Section 121 exclusion and the step-up in basis are well known to financial advisors and tax professionals, but their clients will need to plan carefully to net the biggest potential savings.
June 3 -
Qualified small business stock carries major potential savings for startup founders and investors, but the benefits come with some important caveats to keep in mind.
May 28 -
Available technology solutions could boost professionals' efficiency in serving their clients — but only if financial advisors and their customers are open to them.
May 23 -
They have oft-cited tax advantages, but the available research raises alarms about fees, interest rates and investing in assets other than cash.
May 22 -
Changes in residency, qualified personal residence trusts and other methods cited by experts carry big savings — with some caveats.
May 20 -
A professional brings objectivity to dicey conversations between relatives as well as experience navigating the substantial work involved with transferring assets, experts say.
May 17 -
Proposals to crack down on private placement insurance contracts aren't close to becoming law. Here's how advisors and their clients can use them for the time being.
May 16 -
As one of many providers of the existing and expanding capabilities, Envestnet is urging more financial advisors to consider after-tax optimization.
May 6 -
When a small company holds a life insurance policy, estate planning gets complicated — which is why assigning it to an individual or a family may be the better choice.
May 3
