Results for "tax"

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Deadline for disclosure of foreign bank accounts approaches, grace period narrows

June 14, 2016

In 2013, the Financial Crimes Enforcement Network (FinCEN) posted an online notice that released new FBAR rules and deadlines. The FBAR, or Form 114 of the Report of Foreign Bank and Financial Accounts, has been around since 1970, but it has...

Tax change may mean more money for small business owners

May 12, 2016

Investors in small businesses around the country may be pleasantly surprised in the aftermath of tax season. Thanks to the recent extension of the Section 1202 of the Internal Revenue Code, small businesses stand to attract even more investors,...

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...

IRS is tracking down 10,000 cryptocurrency owners who may have failed to pay taxes

July 26, 2019

The Internal Revenue Service is warning more than 10,000 holders of cryptocurrency that they may be subject to penalties for skirting taxes on their virtual investments. The IRS has begun sending letters to taxpayers who potentially failed to...

GOP tax battle looms over advisers and their clients

October 10, 2017

President Donald Trump and Republican congressional leaders unveiled a framework in September for far-reaching changes to the U.S. tax code. Now it's up to the House and Senate tax-writing committees to turn the framework into legislation that...

This new tax rule could be a 'recession bomb'

August 13, 2019

A new rule imposed by the 2017 tax law could prove troublesome for businesses and their owners — as well as the broader economy — in the next recession. The tax law changed provisions around "net operating loss," a part of the tax code that...

How to prepare now for a better tax year in 2014

May 29, 2014

With tax season over, now is the best time to meet with accountants to build a revenue-sharing relationship between your two practices. Accountants are finishing up one of the more challenging tax years due to the fact that their clients with...

Tax lessons learned for the 2013 season

April 17, 2014

I spent a good part of 2013 and early 2014 warning financial advisers about higher taxes that were just around the corner for their clients due to the American Taxpayer Relief Act of 2012. But I never anticipated I'd be writing Uncle Sam a four-figure...

Will Paul Ryan's reality be too scary for voters?

August 16, 2012

As fans of the Paul Ryan addition to the Republican ticket praise Mitt Romney's decision to partner with such a pure budget wonk, you can't help but wonder if the Ryan factor might end up being too much reality for most voters. A common theme...

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...

Don't overlook tax efficiency

January 9, 2011

People who are making financial preparations for retirement typically plan for expenses such as housing or health care but easily overlook one of the most significant categories that can affect their savings — taxes. Many neglect the fact...

Wills of Jeffrey Epstein, Aretha Franklin raise questions of legitimacy

August 26, 2019

While they couldn't have been any more different as people, as news reports continue to trickle out about the estate of Jeffrey Epstein and that of Aretha Franklin, one thing is becoming clear: They both had unconventional wills. That lack of...

Obama's capital gains tax plan: What it boils down to for you and your clients

January 21, 2015

In Tuesday night's State of the Union address, President Barack Obama laid out many big picture ideas meant to support his theme of “middle-class economics.” What was conspicuously missing in this discussion was any mention of taxes, beyond...

13 state-level tax changes for the New Year

December 31, 2014

Midnight marks the start of the New Year, along with a raft of state-level tax changes, including decreases in income taxes in a handful of jurisdictions. Tax geeks have likely already brushed up on their updates for 2015’s tax year, including...

Four top lessons for financial advisers from this year's tax sticker shock

June 5, 2014

One topic that was a focal point at CONNECT14, the annual HD Vest national conference is the extent to which many clients, both affluent and mass affluent, were caught off guard by the checks they had to write to the Internal Revenue Service...

Mary Beth Franklin: IRS' new definitions of 'income' a migraine starter kit

January 28, 2013

I never thought that my 28-year-old son, Ross, who is a DJ, would have something in common with the U.S. tax code, which celebrates its 100th anniversary this year. But they share a common trait. Ross spends many of his days and nights creating...

Last chance for some clients to lower their 2012 tax bill

January 8, 2013

One of the more convoluted provisions to come out of the new American Taxpayer Relief Act is the one that extends tax-free treatment of IRA distributions to charities through 2013. On the surface, it may look like a simple two-year extension...

Andy Friedman: Dividend stocks headed for trouble

May 22, 2012

Political pundit Andy Friedman, principal of The Washington Update, believes that taxes will likely be higher next year. That scenario, he said, means financial advisers should reevaluate their clients who are concentrated in one stock or who...

Advisers stepping up with tax tips accountants are ignoring

May 1, 2012

In the good old days, wealthy taxpayers turned to accountants to manage their investments in a tax-efficient manner, but today they are likely to expect some help from their financial advisers, too. “If you get the structure of their portfolio...

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