Tax Planning & Strategies

[1]  9 10 11 12 13 14 15 16   [134]

Lawyer Charged In Billionaire's Tax Case Dies On Eve Of Trial

by ,

Carlos Kepke had been charged with helping private equity billionaire Robert F. Smith evade taxes.

How To Prepare For Coming Gift Exemption Changes

by

The divided Congress means that the fate of the estate tax exemption is unpredictable.

FP Alpha Launches Upgraded Tax Tool

by

Andrew Altfest's firm has upgraded its artificial intelligence tool for tax planning.

Should Investors Make IRA Contributions After RMDs?

by

As with most financial questions, the answer depends on several nuances.

Partnerships Must Be Careful With Re-Tooled IRS Filings

by

Filing rules are changing for both international and domestic business partnerships.

FTX Users Can't Count On Help From The IRS

by

An FTX user's best bet when filing tax returns next April may be to try to take advantage of a special provision to the theft-loss rule.

Battered Mutual Funds Saddle Investors With Big Capital Gains

by

Many funds down double-digits this year will distribute capital gains to shareholders, with some as high as 40% or more of their NAV.

House Republicans Vow To Immediately Repeal Funding For 87,000 IRS Agents

by

A Democratic Party-led Senate and presidential veto would likely block them, tax experts said.

The Battle Between Tax Cheats And The IRS Is About To Heat Up

by

The Biden administration could use $104.5 million earmarked for the Treasury's Office of Tax Policy to hire legal staff to write new regulations.

Global Corporate Tax Rates Stabilize After Decades Of Decline

by

The Paris-based organization has led years of talks on setting a global minimum tax.

Investors Have Learned The Hard Way: Don't Rely On The Market

by

They want a retirement paycheck, not another product.

Planning For The New Massachusetts Millionaire Tax

by ,

Planning around the millionaire tax in its current form could offer meaningful tax savings.

Lame-Duck Congress Eyes $100 Billion Tax-Cut Deal With Break For Business

by ,

Both major parties seem eager to push their own tax cut plans amid the inflationary environment.

How To Take Advantage Of Higher Tax Brackets, Deductions

by

Many of the changes made by the IRS this year can work to the benefit of clients, advisors say.

Tax-The-Rich Measures Pass In Massachusetts, Fail In California

by ,

Massachusetts voted to raise millionaires' taxes. Californians dumped a climate-linked tax.

Tax Planners React To Stepped Up IRS Crypto Enforcement

by

Clients who trade cryptocurrencies should expect more disclosure requirements, advisors say.

In Q4, Time Is Ripe For Tax (And Other) Conversations

by

Don't limit your tax evaluations to tax harvesting. There are other subjects to put on the agenda for Q4 meetings.

How Wealthy Clients Can Start Preparing Now For Tax Season

by

New tax laws mean advisors and their clients will benefit by getting an early start on tax planning.

Super-Rich Americans Paid 97% More Estate Tax During Pandemic

by ,

But some experts say the increase was likely an aberration driven by a spike in death levels.

Soft Or Hard Landing: A Fixed Income Road Map For 2023

by

It's a whole new ball game for yield seekers, but stay mindful of the Fed's guiding hand.

[1]  9 10 11 12 13 14 15 16   [134]