by Bruce W. Fraser
Our writer tells how he learned to greatly appreciate his financial advisor when he faced the classic taxpayer's nightmare: an audit.
It may seem like a win for U.S. taxpayers, but a new Swiss court
ruling in the UBS AG tax evasion case is not likely to help those
who hid money in Swiss bank accounts.
by
Ray Fazzi
People who give to charities providing earthquake relief in Haiti can
claim the donations this year under recently adopted tax provisions,
according to the Internal Revenue Service.
Estimates suggest the burden the tax would place on mutual
fund investors would, while real, be smaller than other controversial
fees investors have paid for years.
The Internal Revenue Service has just offered a chance to fix costly errors related
to deferred compensation plans.
High-income folks will likely take the brunt of pain as the Bush-era tax cuts expire at the end of 2010.
by Mitchell Kauffman
A financial advisor suggests six areas to consider when helping clients decide when to take Social Security benefits.
by Marla Brill
Emerging market ETFs are big winners this year, but concerns about unsustainable values are mounting.
Same-sex couples pay more to the government than their heterosexual counterparts under the federal estate tax.
Wealthy taxpayers can count on helping to pay for the health-care overhaul, no matter which version of the legislation Congress adopts in the end.
Senate Democrats are weighing increasing Medicare payroll taxes on
wealthy Americans to plug a financing gap in a health-care overhaul
bill, say people familiar with discussions.
by Seth J. Entin
People who haven't reported ownership of foreign accounts by September 23 may face jail time and fines.
by Ralph S. Watson II
Energy-efficiency credits and deductions are sprinkled throughout the tax code.
by Mary Rowland
If mistakes are made with a trust, a beneficiary may soon be able to sue more than the trustee.
by
Dorothy Hinchcliff
Changes in federal law over the next few months could dramatically impact clients' retirement plans.
by Richard A. Behrendt
"Opportunity is knocking." That's been the mantra of estate planners
recently as the first half of 2009 has been ripe for high-net-worth
clients to consider some very robust estate planning.
