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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...

GRATs: Make hay while the sun shines

October 4, 2009

In his book “Integrated Wealth Management: The New Direction for Portfolio Manager” (Euromoney Institutional Investor, 2006), Jean Brunel educates us as to the benefits of asset “location” — not to be confused with asset allocation....

Pity the poor folks making $1M plus

September 6, 2009

High-income earners are in the government's cross hairs — at both the federal and state levels — and there is little sympathy for those so targeted. In high-tax states like New York, the situation is particularly bad, especially for those...

New option for employee options

August 9, 2009

The recent SEC rule change allowing unexercised employee options to act as collateral for listed publicly traded options is good news for holders of employee options. Until now, if the holder of em-ployee options sold exchange traded calls on...

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...

Treasury calculator helps taxpayers ensure accurate federal tax withholdings

February 28, 2018

The U.S. Treasury Department unveiled a calculator Wednesday to help Americans determine whether the amount of federal taxes being withheld from their pay is accurate under a new tax law. The tax overhaul, passed by congressional Republicans...

This strategy can double your estate-tax exemption

May 20, 2019

Financial advisers who want to maximize a wealthy client's tax-free estate have a simple yet often overlooked strategy handy that essentially doubles the amount avoiding taxation at death. The strategy, called portability, applies to married...

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...

IRS releases new withholding tables

January 11, 2018

The Internal Revenue Service released guidance for employers about how much tax they should withhold from workers' paychecks in 2018 — and said it would soon offer an online calculator that employees can use to make sure the amounts are correct....

5 tips for people who don't have the money to pay their tax bill

March 21, 2019

As the Internal Revenue Service's April 15 deadline for filing 2018 U.S. personal income tax returns approaches, some taxpayers will find themselves short of the amount they need to pay their tax bill. Miron Lulic, founder and CEO of SuperMoney,...

Morningstar's tax-cost ratios beat its fund rankings

November 15, 2017

In 1973, Burt Malkiel published the first of what would become nine editions of "A Random Walk Down Wall Street." He popularized the efficient markets hypothesis, in which stock prices accurately reflect future expectations so that stock-picking...

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...

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...

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...

Trump reconsiders plan to eliminate deduction for state, local taxes

October 12, 2017

Months after the White House proposed ending a tax break for people in high-tax states, President Donald J. Trump grew angry when he learned that the change would hurt some middle-income taxpayers, according to two people familiar with his thinking....

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...

Tax planning and the law of unintended consequences

February 29, 2016

By this time of year, most taxpayers have begun preparing their income tax return, and many have even filed already. This becomes an interesting time for those who spend the year-end suggesting tax-planning strategies. Did the effort made to...

Are your wealthy clients prepared when the IRS comes knocking?

September 21, 2017

The IRS budget may be shrinking, but its examinations of high-net-worth taxpayers are surprisingly robust. These examinations often yield favorable results for the IRS, and high-net-worth taxpayers may increasingly find themselves and their...

Tax incentive for those who can afford to purchase a fancy jet

February 27, 2019

Wall Street money managers love to purchase fancy airplanes. Thrive Capital Management, the venture capital firm run by Jared Kushner's brother Joshua, bought a used Bombardier Challenger 300 earlier this year. Hedge fund manager Harsh Padia...

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