Results for "Tax Planning"

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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...

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...

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...

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...

Promise to cut budget deficit is mere wishful thinking

February 6, 2006

The Congressional Budget Office has predicted that it is unlikely that President Bush will be able to keep his promise to cut the federal deficit in half by the end of his term. A recent CBO report noted that "the U.S. economy has momentum and...

IRS to examine refund program in wake of gripes

January 30, 2006

Under increasing fire for its controversial frozen-refunds program, the Internal Revenue Service is subjecting it to a review. IRS Commissioner Mark W. Everson ordered an inspection of the tax fraud detection program, which has been criticized...

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...

Tax cut extensions may be delayed until next year

January 9, 2006

While praising the tax cuts enacted during President Bush's first term for their contribution to economic growth, Senate Majority Leader William H. Frist, R-Tenn., said extending them could wait until next year. There are two robust tax cut...

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