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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...

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...

SALT cap will affect nearly 10.9 million people

February 26, 2019

About 10.9 million people are losing out on one of their most prized tax breaks — the deduction for state and local taxes. That's the number of people the U.S. Treasury inspector general for tax administration estimates had tax bills above...

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...

LifeYield provides advisers a roadmap to optimize portfolio tax efficiency

February 19, 2019

LifeYield, a technology firm focused on social security optimization and tax efficiency, has a new feature to help advisers explain to clients the tax benefits of asset relocation. Taxficient Asset Location Swaps is an update to LifeYield's...

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...

The only certainty is death, taxes, and muni advantages

February 14, 2019

If the last few days are any indication, the denizens of Wall Street either aren't as sharp as they seem or they're dreading the prospect of paying more in taxes. I say this because two of the most popular articles on the Bloomberg terminal...

IRS sends out fewer refund checks first week of tax season than last year

February 8, 2019

The IRS sent out fewer refund payments in the first week of the tax season compared to the same period in 2018 as the agency struggled to recover from a government shutdown that hampered tax officials' ability to prepare. (More: Limited deduction...

Trump 'open to talking about' revisions on SALT cap

February 7, 2019

President Donald J. Trump said he would consider changes to a controversial cap on the federal deduction for state and local taxes, one of the most divisive provisions of the 2017 Republican tax overhaul. Mr. Trump told regional newspaper reporters...

Latest tax proposal from Democrats targets Wall Street

February 7, 2019

Wall Street would bear the brunt of the latest tax proposal as Democrats jockey for the most progressive tax ideas with the approach of the 2020 elections. Senator Brian Schatz, a Hawaii Democrat, is working on a plan that would tax financial...

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...

Higher tax bills following reform surprise clients

April 23, 2019

Investment advisers say their clients were surprised by higher tax bills and lower refunds this year, a shock increased by their expectations of less pain due to tax reform. Under the 2017 tax reform law, marginal tax rates were cut and the...

Not all loan interest is created equal

May 22, 2015

Knowing the tax rules regarding interest expense can help investors avoid costly mistakes. In late 2008, the Federal Reserve Board announced it was lowering interest rates to near 0% as a way to combat the high unemployment rate of that time....

Take advantage of 'tax alpha'

April 27, 2015

With tax season over, now is a great time for financial advisers to take a look at their clients' returns and reflect on opportunities to be even more tax efficient next year. Though one should not let tax considerations dictate an investment...

6 last-minute tax filing tips

April 7, 2014

By now, many of your clients have already filed their 2013 tax returns. Still, for those who love last-minute cramming, here are a couple of interesting observations and pointers from tax experts with a minute or two to spare in the march to...

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...

IRS scandal throws wrench into tax reform

May 19, 2013

Financial advisers can expect few changes in the tax law for the foreseeable future, thanks in part to the recent revelation that the Internal Revenue Service targeted conservative not-for-profit groups. Although bitter feelings already exist...

Most Americans got a tax cut and didn't notice

April 15, 2019

Republicans passed a sweeping tax cut for two-thirds of Americans in 2017, saying it would pay for itself and the American public would thank them. Now, as Americans finish filing their taxes to the IRS for the first time under the new system,...

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