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Tax Planning & Strategies

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SALT Cap Increase Becomes Bargaining Chip In House Speaker Talks

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GOP lawmakers who hold key votes are pressing to raise the cap from $10,000 to $20,000.

Senators Urge IRS To Speed Up Plan To Snag Crypto Tax Cheats

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A group of senators want to move up the start date for crypto brokerages' reporting.

Business-Owner Clients A Top Target Of IRS Auditors, Advisors Say

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The IRS is stepping up scrutiny of clients who earn income from complex business structures.

Every Generation Makes Money Mistakes. Here's What They Are

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Many of us are making moves in the wrong decade of life.

Tax-Smart Wealth Transfer Tips For Clients In Late Old Age

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Older clients have different needs but can often help family members.

Retirement Income Investing: A New Set Of Opportunities

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Some advisors are building bond ladders to the sky as they lock in higher interest rates while they can.

To Roth Or Not To Roth

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There are some interesting strategies you can take into account when deciding whether to convert retirement funds.

Plan Now For 2026 Tax Law Sunset, Advisors Warn

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Advisors say it's crucial to plan now for tax law changes that may not happen for several years.

Real Estate Developer Convicted in $1.3 Billion Tax Case After Juror Removed

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Jack Fisher and attorney James Sinnott made millions through a fraudulent tax shelter scheme.

A $1.3 Billion Tax Trial Sparks Juror Anger And Curses Over Race

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Twelve jurors clashed over race and class while weighing tax shelter charges against a developer.

IRS E-Filing Mandate For Large Cash Transactions Drawing Near

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Many cash payments over $10,000 will have to be reported by companies electronically starting in 2024.

What Clients Should Do As Clock Runs Out On Estate Planning

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Advisors have two years to plan for the sunset of certain provisions of the 2017 Tax Cuts and Jobs Act.

Intuit Misled Consumers With ‘Free' TurboTax Ads, FTC Judge Says

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The FTC alleged that Intuit deceived consumers with false advertisements.

Ed Slott Spotlights 6 Big IRA Tax Changes For 2023

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While Congress hasn't changed tax laws this year, the IRS has been busy issuing rulings, Slott said.

Future VC Equity Contracts Anything But Simple For Taxes

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These investment agreements don't have the benefit of clear IRS guidance, advisors say.

Roth IRAs: The Mathematics For High-Wealth Taxpayers

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Roth IRAs offer clear tax advantages, but the behavioral issues might surprise advisors.

Tax Managed Funds: Same As They Ever Were?

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When stocks start the year soaring like this, tax management becomes trickier.

New Bill Would Levy Social Security Taxes On Wealthy, Pass-Throughs

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Anyone earning over $400,000 would pay new taxes under legislation introduced in the Senate.

What Tax Preparers Want From Clients' Advisors

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It's important that advisors and tax professionals work well together for the sake of the client.

Billionaire Steve Cohen Fights A $10 Million Tax Bill To Derail An IRS Plan

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The N.Y. Mets owner and investor is fighting an IRS campaign that is targeting hundreds of money managers.

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