Results for "Tax Planning"

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New tax rules strike fear into U.S. expat business owners

July 31, 2018

The four-employee business of Travis Baldwin, who hasn't lived in the U.S. for nearly a decade, is about to get hammered by a pair of tax provisions that were aimed at corporate behemoths like Microsoft Corp. A Republican law signed by President...

Repeal of investment expense deduction may change advisers' fee strategy

January 24, 2018

The last two months of 2017 were a blur of activity when it came to income taxes, as financial advisers and clients scrambled to decipher what was rumor, what was actually proposed and what finally became law. One change that may have slipped...

Treasury calculator helps taxpayers ensure accurate federal tax withholdings

February 28, 2018

The U.S. Treasury Department unveiled a calculator Wednesday to help Americans determine whether the amount of federal taxes being withheld from their pay is accurate under a new tax law. The tax overhaul, passed by congressional Republicans...

Looking inside the president's budget

April 21, 2013

President Barack Obama's proposed budget for fiscal 2014 contains a host of revenue raisers relevant to taxpaying investors. The budget is a conglomeration of 1) proposals discussed in recent tax reform hearings held by House Ways and Means...

What if the 2011 tax rate is set late?

October 3, 2010

It is likely that nothing will be known about the tax rate for 2011 until after the November elections. History shows us that if everyone knows that taxes are going up, taxpayers will employ strategies to accelerate income into this year. When...

IRS releases new withholding tables

January 11, 2018

The Internal Revenue Service released guidance for employers about how much tax they should withhold from workers' paychecks in 2018 — and said it would soon offer an online calculator that employees can use to make sure the amounts are correct....

Tax bill creates adviser challenges for long-term planning

January 17, 2018

The biggest problem with the new tax bill, according to Steven Siegel of consulting firm The Siegel Group, is that so much of it is temporary. Nearly every provision passed in the Republican Tax Cuts and Jobs Act will sunset in 2025. A more...

Some good news for Madoff victims

April 5, 2009

The release of Internal Revenue Service Ruling 2009-9 and Revenue Procedure 2009-20 be-fore the April 15 filing deadline has granted timely guidance to victims of Bernard Madoff. For those accepting the government's safe-harbor offer, there...

Making most of excess capital losses

March 8, 2009

Since the market has devastated portfolios, many investors find themselves with substantial capital losses. Some losses are still unrealized, and others have been realized and can be used to offset capital gains. Unfortunately, capital losses...

Harvesting losses with options

November 23, 2008

Investors and their advisers are rightfully concerned about running afoul of the wash sale rule and triggering a taxable event. As you know, a wash sale — as defined in Section 1091 of the Internal Revenue Code — occurs when an investor sells...

Kudos to the tax writers

October 26, 2008

The government rescue plan inevitably will produce many villains. But one group that has performed like heroes in this turmoil is the Washington tax writers, who acted quickly to remove possible tax roadblocks to free up seized credit markets....

Dividends, withholding, offshore funds

September 28, 2008

For as long as I can remember, there has been a business in helping investors minimize taxes withheld on dividends. U.S. tax-exempt entities withhold taxes on foreign-share dividends yet can't apply the tax credits generated by that withholding....

Are deferrals worth it?

June 30, 2008

Last time, I discussed the rationale behind accelerating the payment of taxes rather than deferring taxes for as long as possible. In some cases, early payment makes sense. However, paying a tax early entails voluntarily depleting the money...

Harvest your capital gains?

June 2, 2008

A mantra of tax-efficient investing is to harvest capital losses and defer all gains. Does it ever make sense to take capital gains voluntarily? As a rule of thumb, no, but there are exceptions. Both Howard Marmorstein, associate professor of...

Drawing down retirement money

March 10, 2008

Over the past six months, I have done extensive research on the best ways to draw down assets to create retirement income, including looking at the effect of taxes on that process. This is an important issue, as several studies have found that...

How fees can trigger stealth taxes

April 7, 2008

Since the tax laws are so complex, and often inconsistent, it's no wonder that the tax treatment of investment management fees varies widely. Consider investment management fees paid by a trust. The Supreme Court recently ruled that these costs...

Now is the time to exercise ISOs

January 14, 2008

Incentive stock options are thought of more favorably than non-qualified stock options because ISOs can create capital gains while NQOs create ordinary income. When employees exercise ISOs, no immediate taxable income is created. By contrast,...

Do-it-yourself structured notes

November 26, 2007

As discussed in earlier columns, there are two types of structured-note products — those without a principal guarantee and those that guarantee the return of principal as a worst-case scenario. Profits from notes that don't guarantee principal...

It's harvest time - for tax losses

October 29, 2007

As November approaches, and 2007 comes to a close, investors are taking stock of their realized and unrealized gains and losses for the year. Many investors who find themselves with net realized gains are looking to harvest some unrealized losses...

The magic of exchange-traded notes: Tax deferral

July 9, 2007

Exchange-traded notes are the newest wrinkle from Barclays, the main sponsor of exchange-traded funds. According to Barclays, its iPath ETNs were invented to allow investors to access difficult asset classes. Akin to exchange-traded funds, ETNs...

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