Results for "Tax Planning"

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The silver lining of a casualty loss: The tax deduction

September 12, 2019

The East Coast got another reminder of the destructive force of severe weather from Hurricane Dorian. Residents of the Carolinas and elsewhere are now dealing with the aftermath, as the strong winds and flooding caused significant damages to...

Wall Street lashes out at Bernie Sanders' plan to pay off student debt with a securities trading tax

June 24, 2019

Bernie Sanders wants Wall Street to pay off America's student debt. Wall Street, predictably, says that's a bad idea. Patent self interest aside, Wall Street has a point, economists say. Even before the Vermont senator and Democratic presidential...

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...

Adviser opportunities in the gig economy

July 9, 2019

Some industry experts expect consumers will increasingly earn income from nontraditional, un-salaried jobs and believe advisers stand to benefit from this so-called "gig economy." As Fidelity Labs vice president Kim Langway recently explained...

Millennial women and finances: Study yields surprising results

July 6, 2019

If any generation would have strong feminist tendencies, it would seem to be the millennials. They grew up seeing women gain power and influence. But when it comes to managing their family's investments and planning for their financial future,...

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...

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....

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...

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,...

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...

IRS up and swimming, er, running, after the flood

July 10, 2006

The Internal Revenue Service's headquarters building in Washington is likely to remain closed at least until early next month due to flooding and electrical outages. The building sustained extensive damage to the infrastructure, office furniture...

Compromise deemed likely on estate tax repeal effort

June 19, 2006

Not content to let efforts to repeal the estate tax rest in peace, a reworked and presumably more politically palatable estate tax bill is in the works. Senate Majority Leader William H. Frist, R-Tenn., is working on a compromise estate tax...

Pension reform bill remains stuck on several issues

June 5, 2006

Conferees considering a bill (HR 2830) that would overhaul the nation's pension laws remain stuck on several issues including a rewrite of language in the credit-rating provision, cash balance plans and relief for underfunded retirement plans...

Lawmakers reach deal on tax reconciliation bill

May 15, 2006

The U.S. House has approved a $70 billion tax reconciliation bill, and at press time, the Senate was on the verge of approving it. Also, a separate spinoff tax bill is under consideration and contains an unspecified number of tax law changes...

Tax reconciliation agenda gets stymied once again

May 8, 2006

Despite earlier predictions, House and Senate negotiators yet again have failed to reach agreement on tax reconciliation legislation. Reportedly, the hang-ups are due largely to difficulties in finding a sufficient amount of revenue offsets...

Lawmakers call for windfall tax on oil companies

May 1, 2006

As the price of gasoline continues to skyrocket, congressional lawmakers called for a tax on the windfall profits of the big oil companies. Overlooked is that corporate profits are taxed at both the state and federal levels, and the cost of...

Bush decries Democrats' economic stance

April 3, 2006

President Bush has gone on the offensive, blasting Democrats on economic issues. Both the president and Vice President Dick Cheney have suggested that the Democrats would stall economic recovery. "If you want the government in your pocket, vote...

Senate OKs budget; tax law enforcement gets boost

March 20, 2006

The Senate Budget Committee has approved a $2.8 trillion fiscal year 2007 budget that doesn't contain tax reconciliation instructions. That means, under Senate rules, there will be no increase in the health savings accounts tax credit touted...

Tax reconciliation conference report due next month

February 27, 2006

GOP leaders, including Sen. Charles R. Grassley, R-Iowa, chairman of the Senate Finance Committee, remain confident that conferees will produce a final tax reconciliation conference report by the end of next month. Although the Senate named...

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