Results for "Tax Planning"

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New tax rules raise the cost for most kids — but not all

May 20, 2019

When word about changes to the kiddie tax rules started getting around, the response was mostly confusion. Were parents supposed to be happy about these changes, or would the changes increase taxes and hamstring investment strategies? The answer,...

SALT apocalypse predictions have not come true

May 21, 2019

To listen to New York Governor Andrew Cuomo, the 2017 Republican tax overhaul that limited state and local deductions to $10,000 was a devastating blow. The rich would flee, the middle class would suffer and blue state budgets would bleed. Perhaps...

Tax Cuts and Jobs Act takeaways

April 12, 2019

The Tax Cuts and Jobs Act was enacted in late 2017 but individuals are now grappling for the first time with many of its temporary provisions as they prepare their 2018 income tax returns. Wealthy donors may be eyeing the chance to pass more...

Focus on taxes, compensation turns into tech-industry niche

April 26, 2019

Rebecca Conner has found her niche in the financial planning space. Ms. Conner, founder of SeedSafe Financial in Seattle, is developing a bustling enterprise by blending her accounting background with her proximity to the tech industry and focusing...

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...

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....

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...

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...

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...

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