Displaying 230 results
IRS plans 50% increase in audits of small businesses next year
The increase comes off a low base; in 2018, the agency audited only 140 partnership returns out of more than 4 million filed
RIAs relish the idea of government gridlock under Biden
Divided government is what the financial markets want most
Georgia Senate races could determine fate of Biden agenda
Even 50-50 Democratic control presents challenges for the president-elect
Working at home may affect state taxes, says AIPCA
Survey finds that 55% of those who have worked remotely are unaware of the possible tax effects
Estate tax strategies heading into the election
A new administration could mean estate tax changes happen sooner than expected
Timely tax strategies on the eve of the election
Tax rates are more advantageous now for realizing compensation and capital gains than they likely would be after a hypothetical 'blue wave' election
NYSE threatens to move out of New Jersey if trade tax is imposed
A test in which the exchange temporarily moved its production servers out of New Jersey was successful, exec says
A better alternative to withdrawal rights in trusts for children
Such rights can undermine protection from creditors, which is an important benefit of leaving assets in trust
What’s the deal with Trump’s taxes?
Everyone wants to pay less in taxes, and financial advisers can help clients do that, legally
New Jersey millionaires’ tax could drive rich clients to relocate
The hike Gov. Phil Murphy signed into law moved rates from 8.97% to 10.75% for $1 million-plus earners
Joe Biden will end your retirement plan as you know it
Instead of changing the way taxes on 401(k) plans work, we should build on the bipartisan success of the SECURE Act
Trump’s tax returns show why he’s a billionaire
The data in the New York Times story don’t necessarily show the president's business empire is heading into crisis, even if it’s carrying sizable debts
Financial services exodus from high-tax locales gains steam
The lockdown has shown firms that they're not tied to one location
Gundlach asks realtors in low-tax states to get in touch
Doubleline Capital CEO tweets about possibly leaving his Los Angeles base amid 'incompetent governance'
N.J. governor, lawmakers agree to raise tax on millionaires
Tax rate for those with incomes above $1 million will rise to 10.75% from 8.97%
Biden tax plans mean bigger bills for millionaires
The Democratic presidential candidate's proposals would have little effect on the taxes paid by those earning less than $400,000 a year
Home office deduction limited to self-employed
Working from home during COVID-19 might not qualify for a tax break
Why 2020 is a good year to give
Existing tax laws, the CARES Act, and election year uncertainty make it wise to be generous now in support of extraordinary needs
Why the payroll tax holiday is a bad idea
Squeezing Social Security’s funding source could accelerate the depletion of the trust fund
Gifting in uncertain markets
In a volatile market, clients can give assets that are undervalued as a result of market instability, but are expected to appreciate in value