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Many wealthy jolted by unpleasant tax shock this season

March 4, 2019

This tax season, many wealthy Americans are getting an expensive jolt. The Republican tax overhaul signed by President Donald J. Trump more than a year ago provides plenty of perks for the rich. But not all well-off folks are treated alike under...

Some year-end tax strategies to consider

December 14, 2014

When is the best time for clients to fund their retirement plans? One has until April 15, 2015 to contribute to their retirement plan for 2014, but is that optimal? A report from the Vanguard Group Inc. sheds new light on the issue. Vanguard...

Inversions the latest tax-cutting strategy

September 21, 2014

It's not often that a tax story gets front page treatment but the movement to erode the U.S. corporate tax base has taken center stage. We've read about inversions, where an American company and a foreign firm combine and the non-U.S. company...

Managing tax brackets a potent tool

June 15, 2014

Now that we again have so many tax brackets, it's time for a refresher on what these brackets are and how to make the most of them. If a married couple had taxable income of $150,000, they would be in the 28% tax bracket. However, only $1,150...

Out-of-state trusts may lose appeal

May 18, 2014

Over the past few years, we have been asked on numerous occasions about the tax benefits of holding your investments in a trust situated in a state that has no income tax, such as Nevada or Delaware. This might sound very much like the activity...

Democrats have a game plan for taxing the rich more

February 20, 2019

As U.S. Democrats lay the foundation of their bid to unseat President Donald J. Trump in 2020, raising taxes on the rich is emerging as a central theme for a party being pulled to the left by its invigorated self-described progressive wing....

Millionaires flee homelands as tensions rise, taxes bite

April 30, 2019

The world's wealthy are increasingly on the move. About 108,000 millionaires migrated across borders last year, a 14% increase from the prior year, and more than double the level in 2013, according to Johannesburg-based New World Wealth. Australia,...

Potential tax impact of health care act repeal

January 20, 2017

The new Republican-controlled Congress has taken the first steps toward their goal of repealing the Affordable Care Act, and President Donald Trump has set a Jan. 27 deadline for repeal to be completed. The new administration has said that ACA...

The best way to play Kinder Morgan

June 16, 2013

Recently there have been lots of articles written about the “kinder” (German for children) of Kinder Morgan. There is Kinder Morgan Energy Partners LP (KMP), Kinder Morgan Management LLC (KMR) and Kinder Morgan Inc. (KMI). Kinder Morgan...

Retirement bill would allow tax-free financial planning

May 30, 2019

Recently introduced legislation includes tax incentives for financial planning related to retirement. The provision, contained in section 113 of the Retirement Security and Savings Act, would permit employees to use pre-tax dollars through employer-based...

A better approach to taxing gains?

April 22, 2012

Late last year, I attended a hearing of the congressional Joint Committee of Taxation on the taxation of financial products. One of the four speakers testifying that day was attorney David S. Miller, who put forth the idea that really rich people...

The best way to own master LPs

April 24, 2011

Master limited partnerships are legal entities that trade on an exchange but are not corporations. As partnerships, they pay no tax themselves; an MLP's partners/owners are allocated the profits or losses of the entity through the issuance of...

Attempt to ban SALT weakened by strong data

May 23, 2019

It was always a long shot, but a quixotic lawsuit by four northeastern states to squelch the Trump tax law's cap on state and local tax deductions is being undermined by a repetitive drip of strong economic data. New York, Connecticut, Maryland...

IRS ruling likely to nix options tactic

November 28, 2010

In light of a recent IRS decision that took some by surprise, there's one options strategy we're not likely to see anymore. The strategy involved a contract between a British investment bank and a U.S. hedge fund that both parties documented...

Trump's rules for opportunity zones satisfy investors' wish lists

April 18, 2019

There's plenty of enthusiasm for new U.S. tax breaks for investing in low-income communities designated as opportunity zones. But many people have delayed spending because of uncertainty about how the incentives will work. The Trump administration...

4 top surprises from the new tax law

May 22, 2019

We recently completed the first tax season following passage of the Tax Cuts and Jobs Act. There were sweeping changes, and most taxpayers — and their advisers — experienced many unforeseen surprises. Rather than lament, we should learn...

Taxes on dividends may nearly triple

May 2, 2010

Under current law, the Medicare payroll tax applies only to wages. Beginning in 2013, however, a new 3.8% Medi-care tax will be imposed on high-income earners and will be applied to investment income. The current 35% tax on investment income,...

Look out for hidden swap taxes

April 4, 2010

Buried in the jobs creation law signed by President Barack Obama last month were a number of tax and reporting provisions that have nothing to do with employment opportunities. One such provision (the new Subsection K of Internal Revenue Code...

Estate Tax Void has Unintended Consequences

February 7, 2010

There is good news and bad news having no estate tax this year. The good news is obvious: no estate tax. But the bad news is that there is no longer a step-up in basis for property with unrealized capital gains. This means that some heirs could...

Proposal to tax transactions is misguided

January 10, 2010

By seeking to tax stock transactions, legislation introduced recently by Rep. Peter DeFazio, D-Ore., would penalize the innocent at an exorbitant rate. The congressman's website offers an explanation for the Let Wall Street Pay for the Restoration...

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