Tax Planning Articles

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Schwab Charitable Reports Surge In Grants

by FA Staff

Individuals granted out $822 million in fiscal 2014 to more than 34,500 charities, an increase of 38 percent from a year earlier.

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Raymond James Recruits $575 Million Advisor Team

by FA Staff

Hauser Wealth Management has joined the firm from UBS.

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Envestnet Pays $66 Million To Acquire Placemark Holdings

by FA Staff

The acquisition makes Envestnet one of the top unified managed account providers in the industry.

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The 10 Best Employers For The Over 50 Crowd

by FA Staff

AARP has recognized employers with exemplary practices for recruiting and retaining mature workers.

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Investing Service For Expats Launched

by FA Staff

Saddle River Capital Management creates service for investors living in foreign countries.

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Record $8 Billion Tax Fraud Gets Ex-Lawyer 15-Year Sentence

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A former lawyer was convicted in what U.S. prosecutors called the biggest criminal tax fraud in history for helping wealthy clients dodge taxes for years.

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Paulson’s Puerto Rico Paradise Lures Hedge Funds Fleeing Taxes

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Puerto Rico’s low-tax welcome mat comes as some of the wealthiest Americans grow more anxious about tax increases.

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AICPA Warns IRS About Volunteer Tax Preparers Certified By The IRS

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The American Institute of Certified Public Accountants is warning the Internal Revenue Service that its proposed voluntary tax preparer certification program is arbitrary, capricious and illegal.

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U.S. Supreme Court Gives Taxpayers More Power To Fight IRS Summons

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The U.S. Supreme Court on Thursday ruled unanimously that taxpayers have a right to challenge an Internal Revenue Service summons enforcement action in court.

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UBS Belgium Chief Quizzed In Multibillion-Euro Tax Probe

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Belgian investigators are questioning the head of UBS AG’s local arm today as part of a multibillion-euro tax fraud probe, prosecutors said.

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