Tax Planning & Strategies

Cost-Basis Rules Mean Change For Investors

Life is going to get easier for investors-and more demanding for advisors-to report capital gains on stocks. 

Finding Deductions To Offset Roth Conversion Income

by Eric Reiner

Business owners, philanthropists and others can find deductions to offset increased taxes resulting from Roth conversions this year.

Fund Shareholders Could See Tax Relief

U.S. lawmakers are on the verge of a long-awaited mutual-fund tax overhaul that could be a real help to individual investors.

The Waiting Game

by Eric L. Reiner

Advisors want to know what tax rules 2011 will bring.

Congress Delays Tax-Cut Battle Until After November's Election

Democrats delayed a congressional vote on extending Bush-era tax cuts until after the Nov. 2 elections, setting up a showdown-expected before year's end-with Republicans.

Two Senators Say No Vote On Tax-Cuts Before Elections

The U.S. Senate won't pass an extension of the Bush-era tax cuts before the November 2 elections, second-ranking Democrat Dick Durbin said today.

Tax Break Promotes Big Gifts To Grandchildren

While this year's lapse in the estate tax hogs the spotlight, a lesser-known gap is offering many affluent older people a tax-free way to pass on some of their wealth to grandchildren.

Tax Questions Delay Inheritances

(Dow Jones) Many heirs may be feeling more frustrated than lucky, in what should be a very fortunate year for them tax-wise.

Rethinking Dividends As Tax Increase Looms

by Dow Jones

(Dow Jones) As speculation mounts that U.S. lawmakers will let Bush-era tax cuts on dividends lapse, some wealth managers are considering revising clients' portfolios to minimize the tax hit.

Reagan, Obama, Summers All Wrong On Tax Credit: Amity Shlaes

Business investment tax credits have a mixed track record.

Sensible Capital Gains Tax Treatment

The way the U.S. government taxes capital gains makes little sense. That in itself is not surprising. But it is counter-productive when it comes to long-term capital formation.

What Experts Are Doing With Their Own Roth IRAs

Is it finally time to convert a traditional individual retirement account to a Roth? And if so, how should you do it?

1031 Exchanges Require Extra Caution

A tax strategy that allows real estate investors to roll over capital gains from the sale of a property to a new one needs to be used with more caution these days.

Tougher Tax Law For Overseas Assets

A new U.S. law that is part of a crackdown on tax havens means that wealthy clients will be hit with stricter filing requirements next tax season.

When Trusts Meet Retirement Accounts

Many clients want to control how quickly their children can draw down the retirement accounts they inherit, but setting up trusts can sometimes be a complicated and risky process.

No Lazy Summer Days For The Market This Year

by R. Samuel Fraundorf

Deflation is possible, and increased taxes are on the way for the highest earners, says the president of Wilmington Trust Investment Management.

Former Vikings Owner Embroiled In Tax Case

Another shoe may be dropping on a troubled strategy used by scores of executives to avoid big capital gains taxes.

Your Taxes In 2011

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How might your taxes change if the Bush tax cuts expire? This tax calculator may give you a quick idea.

Tempest Over Requiring Risky Tax Disclosure

A plan to make companies big and small disclose any risky tax positions is getting a very bad reaction from tax advisors.

IRS Offshore Account Probe Widens

The crackdown on offshore tax evasion has officially moved beyond UBS AG, and Switzerland.