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Taxes

Displaying 230 results

Topic
  • News
  • November 19, 2020

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

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  • News
  • November 10, 2020

RIAs relish the idea of government gridlock under Biden

Divided government is what the financial markets want most

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Georgia Senate races could determine fate of Biden agenda

Even 50-50 Democratic control presents challenges for the president-elect

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  • News
  • November 6, 2020

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

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Estate tax strategies heading into the election

A new administration could mean estate tax changes happen sooner than expected

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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

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  • News
  • October 19, 2020

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

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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

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What’s the deal with Trump’s taxes?

Everyone wants to pay less in taxes, and financial advisers can help clients do that, legally

Topic
  • News
  • September 29, 2020

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

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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

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  • News
  • September 29, 2020

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

Topic
  • News
  • September 28, 2020

Financial services exodus from high-tax locales gains steam

The lockdown has shown firms that they're not tied to one location

Topic
  • News
  • September 28, 2020

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'

Topic
  • News
  • September 17, 2020

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%

Topic
  • News
  • September 14, 2020

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

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Home office deduction limited to self-employed

Working from home during COVID-19 might not qualify for a tax break

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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

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Why the payroll tax holiday is a bad idea

Squeezing Social Security’s funding source could accelerate the depletion of the trust fund

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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