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...

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...

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...

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...

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...

A possible wallop for master limited partnerships

August 20, 2007

Washington tax talk these days seems focused on hedge funds, their investors and their managers. Much of the talk involves leveraged-buyout firms and hedge fund managers, such as The Blackstone Group LLP of New York, and the consequences of...

Probe seen targeting IRS revamp of e-fraud-detection system

July 24, 2006

The Treasury Inspector General for Tax Administration reportedly will soon issue an investigative report about serious problems with the redesign of the Internal Revenue Service's electronic-fraud-detection system. Those problems resulted in...

GE return validates e-filing strategy, IRS claims

June 12, 2006

The Internal Revenue Service is patting itself and its corporate e-filing program on the back after receiving the e-filing of the nation's largest tax return from General Electric Co. On paper, GE's e-filed return would have been about 24,000...

Free File Alliance selling of services rankles Grassley

April 24, 2006

Too many Free File Alliance members are marketing expensive products aggressively, charging for basic services and offering free preparation for too few tax forms, according to an analysis the Senate Finance Committee has conducted. The alliance...

GAO probe gets key lawmakers on preparers' case

April 17, 2006

The results of a congressional investigation have led two key senators to implicate the tax return preparation industry in widespread tax fraud and to question the overall level of preparers' competence. The Government Accountability Office,...

Gridlock grinds tax conference to a halt

April 10, 2006

Little progress has been reported on the tax reconciliation bill conference, with negotiations unlikely to be completed before the Easter recess, according to legislators. That conference is taking place simultaneously with the conference committee's...

Conferees tackle dividend, capital gains tax extension

March 27, 2006

House and Senate lawmakers have begun their conference on the $70 billion Tax Relief Extension Reconciliation Bill of 2005. The goal is drafting legislation that meets Senate budgetary rules while providing a controversial extension of capital...

Taxpayers reconnect with their honesty, integrity

March 13, 2006

Taxpayers think people should pay their taxes in full, according to a survey from the Internal Revenue Service Oversight Board, which provides independent oversight and advice to the agency. According to the survey, 88% of respondents said they...

Democrats rip into Bush's budget proposal

February 21, 2006

Already, Democrats charge that the budget proposed by President Bush will add to middle-class burdens while giving greater benefits to the wealthy and to oil companies. "This is a budget that does more than ignore the problems facing the middle...

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