Jeff Stimpson

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Prepare Clients Who Are Pass-Through Investors For IRS Scrutiny, Advisors Say

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The agency is expected to funnel more resources into auditing these tax breaks.

Tax Planning Shifts After Election

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Taxpayers could see tax cuts preserved, but there will be wrangling over election tax promises.

Life Insurance As A Tax-Advantaged Retirement Savings Alternative

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Advisors say life insurance retirement plans are too often overlooked for wealthy clients.

Prepare Clients Who Are Pass-Through Investors For IRS Scrutiny, Advisors Say

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The agency is expected to funnel more resources into auditing these tax breaks.

Watch Out For Taxes When Gambling, Advisors Say

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Advisors warn that it doesn't take a lot of gambling winnings to trigger tax obligations.

IRS Cracks Down On Conservation Easement Scams

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Clients in partnerships and pass-through entities can sometimes get entangled in these tax dodges, advisors say.

Clients Who Save During Retirement Still Can't Forget Taxes, Advisors Say

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The challenge is keeping a retiree's taxable income as low as possible.

As Natural Disasters Strike, Advisors Put Focus On Tax Relief

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There are limits to what taxpayers can deduct as property losses, advisors say.

As Gambling Activity Explodes, Advisors Caution Against Ignoring Taxes

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Advisors warn that it doesn't take a lot of gambling winnings to trigger tax obligations.

Wealthy Non-Filers Should Come Clean As IRS Targets Them, Advisors Say

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Running away from the issue will only make it worse, they say.

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