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Tax Planning & Strategies

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U.S. Seeks Dismissal Of Ken Griffin Lawsuit Over IRS Data Breach

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The billionaire said the agency failed to protect his confidential financial information.

Gundlach Says IRS Agent Visited His Tampa Office Unannounced

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The agent showed up for “no legitimate reason,” Gundlach said in a tweet late Tuesday.

Similarities Between Roth IRAs And Non-Dividend Paying Stocks

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Tax-wise, fewer or no dividends benefits the shareholders, who minimize or avoid the immediate taxable income.

Former Advisor Gets Six Months For Not Reporting Firms' Sale, Evading Taxes

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Thomas Pacilio, 64, of Westport, Conn., pleaded guilty to filing a false tax return.

Random Walk's Malkiel: Tax-Loss Harvesting Enhances Index Investing

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The author of "A Random Walk Down Wall Street," is a believer in the power of tax-loss harvesting.

Betterment Agrees To Pay $9M To Settle SEC Charges

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The agency said the robo's errors caused clients to lose $4 million in potential tax savings.

Minding Your 'P's': How To Evaluate A Direct Index Provider

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Direct indexing strategies present unique evaluation challenges relative to other types of investment strategies.

IRS Info Tech Found To Be Out Of Date By Decades

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A new audit found some tax collection and refund systems run on code no longer taught in colleges.

Tax Day Cash Will Indicate Just How Close The U.S. Is To Default

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Tax collections will play a big role in the upcoming debt ceiling debate.

How 2022 Became A Record Year For U.S. Income Taxes

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The main reason tax receipts rose so high over the past couple of years is that asset prices rose so much.

How To Spare Clients Stress And Taxes Solving The Retirement Mortgage Question

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Financial decisions that seem to make sense in the moment can in the long run cost individuals in both money and stress.

Wealthy Clients Better Plan For Election-Time Changes To TCJA

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Many provisions are set to expire at the end of 2025, and their extension may depend on the 2024 elections.

It's Tax Season! Here Come The ‘Leech Brands'

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What do air travel and income tax preparation have in common? They're both havens for "leech" brands.

SALT Tax Break Gets Fresh Push From New York-Area Republicans

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"We're a large delegation now in New York, and we need to be heard," Republican Rep. Nicole Malliotakis said.

Helping Corporate Executives Manage Stock Options And Avoid The AMT

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This is a good time of year to meet with corporate executive clients to look at their incentive stock options.

Top Tax Mistakes To Avoid If You Make More Than $100,000

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Limiting tax exposure takes long-term planning.

Student Loan Mess Complicates 401(k) Plan For Young Savers

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The uncertainty of President Biden's student debt relief plan could impact employer match programs.

Business Owners In The Crosshairs--No Hiding From Intrusive New Registry

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The Corporate Transparency Act may abolish the right to privacy for 32 million small business owners.

Maximizing Social Security Benefits Under The SECURE 2.0 Act

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Does deferring benefits until age 70 make sense? And how does it affect clients' IRA withdrawals?

Why Advisors Should Practice Tax-Loss Harvesting All Year

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Strategic loss-harvesting throughout the year gives investors more flexibility, advisors say.

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