Results for "tax"

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Hedge fund creates the ultimate tax-free IRA for employees

February 1, 2019

Renaissance Technologies, the giant hedge fund founded by billionaire Jim Simons, seems to have created the premier, tax-free retirement account for its employees. A deft maneuver back in 2012 enabled employees to invest in RenTech's storied...

Wealth tax proposed by Elizabeth Warren could be illegal

January 31, 2019

Sen. Elizabeth Warren set the financial advice industry abuzz last week when the presidential hopeful proposed a "wealth tax" on ultra-rich Americans.​ Her proposal would levy a 2% annual tax on each dollar of a household's net worth above...

Sanders proposes estate tax of up to 77% on billionaires

January 31, 2019

Independent Sen. Bernie Sanders is proposing to expand the estate tax on wealthy Americans, including a rate of up to 77% on the value of estates above $1 billion. The Vermont senator, who is considering a second run for president, said in a...

Real estate moguls win as smaller investors are denied tax break

January 29, 2019

A perk pitched as a boon for mom-and-pop businesses in President Donald J. Trump's tax law could shut out smaller real estate investors while benefiting the industry's largest property developers. The Treasury Department released final rules...

Estate tax pretty much 'optional,' but GOP still trying to kill it

January 29, 2019

The estate tax isn't relevant to the vast majority of advisers, their clients or America at large. And estate planners say the tax is largely optional for the wealthy, since there are plenty of ways to dilute it greatly or avoid it outright....

401(k) plans boost company match due to tax reform, labor market

January 28, 2019

Tax savings that businesses have realized as a result of tax reform and the competitive labor market are leading employers to increase the amount of money they give employees in the form of a 401(k) match, according to retirement plan advisers...

Warren proposes tax on assets of wealthiest Americans

January 25, 2019

Democratic presidential hopeful Elizabeth Warren has proposed a wealth tax on Americans worth more than $50 million, a pitch aimed at satisfying the eagerness of progressive voters to confront income inequality. "The top 0.1% of American families...

When it comes to paying taxes, the rich are different

January 25, 2019

If Democrats want the wealthy to pay more into the U.S. Treasury, they'll need to contend with one fact: the rich are very good at dodging taxes. The top 0.1 percent have become expert in shifting and relabeling their income in response to tax...

Final pass-through rules deliver good and bad news for advisers

January 22, 2019

The Treasury Department's new package of rules around the pass-through tax deduction is good news for financial advisers whose clients own rental property or invest in mutual funds that hold real estate investment trusts, according to tax experts....

Business owners get IRS rules on pass-through deduction

January 18, 2019

Business owners — and their accountants — can rest a bit easier: The IRS has given them the long-anticipated final word on how they can claim one of the biggest perks in the 2017 Republican tax overhaul. The regulations detailing the new...

International investments bring a unique twist — foreign taxes

January 17, 2019

Allocating part of an investment portfolio to non-U.S. stocks may be a good diversification tool, but it can also create unwelcome tax headaches. In particular, your clients may find themselves having to navigate the unfamiliar land of foreign...

Tax season could be 'ugly' as IRS deals with major tax overhaul with limited staff

January 16, 2019

Americans may get their refunds during the shutdown, but the upcoming tax filing season is likely to be one of the rockiest in decades as the Internal Revenue Service grapples with a major tax overhaul with limited staff. The agency is rushing...

IRS won't penalize taxpayers for miscalculations after tax code change

January 16, 2019

Taxpayers who miscalculated how much they'll owe the Internal Revenue Service this year won't get hit with penalties -- up to a certain point. The Treasury Department said Wednesday it won't penalize individuals who underpaid their estimated...

Tax break for business owners at risk as shutdown drags on

January 15, 2019

The longest government shutdown in U.S. history could force tens of thousands of businesses to make a tough choice about whether to claim one of the biggest perks in the Republican tax overhaul. Owners of so-called pass-through entities such...

Fervor over 'opportunity zones' heats up

January 15, 2019

In a former warehouse on a dimly lit street in the South Bronx, developers sipping Puerto Rican moonshine listened as a local official urged them to capture a new U.S. tax break by rebuilding the decaying neighborhood. In Alabama, a young lawyer...

Adviser advocates seek tax breaks for advisory fees, business revenue

January 9, 2019

Adviser advocates are playing a long game in trying to secure tax changes that would benefit investors and the advisers who serve them. Charles Schwab & Co. Inc. and the Investment Adviser Association are beginning the new Congress where they...

Early planning of qualified charitable distributions produces better tax results

January 8, 2019

The use of qualified charitable distributions, or QCDs, from individual retirement accounts has ballooned, but tax savings opportunities are still being lost because of some basic misunderstandings about how the QCD rules work. Plan these out...

IRS will pay tax refunds during government shutdown

January 7, 2019

The Internal Revenue Service will issue refunds to taxpayers even if the U.S. government shutdown extends into the filing season, a decision that may reduce political pressure on Congress and President Donald J. Trump to reach a deal to reopen...

Surprise tax hit awaits investors in hedge funds

December 20, 2018

A surprise tax blow could be looming for investors in hedge funds such as Point72 Asset Management. President Donald J. Trump's tax law curbs the coveted deductions that most businesses were allowed to take for the interest they pay on loans....

New tax laws invite strategic sidestepping

December 17, 2018

President Donald J. Trump pledged that his tax law would kill off breaks and complex loopholes for the wealthy. Instead, the overhaul has ushered in a new generation of maneuvers that taxpayers can exploit before Dec. 31 to minimize next year's...

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