Business investment tax credits have a mixed track record.
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.
Is it finally time to convert a traditional individual retirement account to a Roth? And if so, how should you do it?
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.
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.
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.
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.
Another shoe may be dropping on a troubled strategy used by scores of executives to avoid big capital gains taxes.
by
Dorothy Hinchcliff
How might your taxes change if the Bush tax cuts expire? This tax calculator may give you a quick idea.
A plan to make companies big and small disclose any risky tax positions is getting a very bad reaction from tax advisors.
The crackdown on offshore tax evasion has officially moved beyond UBS AG, and Switzerland.
by Troy Onink and Bernard Whalen
Additional income resulting from a Roth conversion may lower financial aid eligibility and impact use of a federal tax credit for education.
A Supreme Court ruling has stepped up a controversy between those who want to
patent tax strategies and those who want them banned.
With the estate tax expected to roar back in 2011, the practice of making big taxable gifts is gaining appeal right now.
Financial advisors and their executive clients have had some difficult
guesswork to do this year in deciding how much of their 2010 year-end
bonuses to tax-defer, and for how long to do it.
Bulking up on charitable donations is one strategy some financial
advisors are recommending this year to clients facing a tax hit from
moving retirement assets to Roth IRAs.
H.D. Vest Financial continues to add hundreds of new advisors each year and sees plenty of room for growth as a business
linked to that of tax and accounting specialists, thanks to boomers.
Incentive stock options will soon become more attractive for some
executives because of greater tax savings they will offer. Ironically,
higher tax rates next year are the key.
by Eric L. Reiner
Health-care reform gave birth to new income tax laws that are crying for attention.
