Displaying 230 results
Reducing potential family conflicts
Even a close family can have quarrels during the estate planning process.
Biden tax plan targets wealthy and corporate behemoths such as Amazon, Netflix
Plan also details call to end loopholes worth hundreds of billions of dollars.
Billionaires could see tax rates as high as 97.5% under Sanders
That compares with the 23% rate currently and the 62% rate proposed by Warren.
Billionaires could see tax rates as high as 97.5% under Sanders
That compares with the 23% rate currently and the 62% rate proposed by Warren.
The most misunderstood Roth conversion tax rule
Qualified distributions are the holy grail for Roth IRAs, but there is confusion around the time requirements.
Taxes are one thing – not the ‘only’ thing
Focus on after-tax returns and take advantage of tax-efficient structures when available.
Low interest rates boost this estate planning strategy
A type of trust known as a GRAT allows for larger tax-free transfers when interest rates are low
Wealthy clients likely missed out on pass-through tax deduction
Is your business qualified for the pass-through deduction? Find out and see if you can get it
Bernie Sanders to propose financial transactions tax to pay off student debt
Plan also provides states $48 billion annually to eliminate undergraduate tuition and fees at public colleges and universities
States losing battle over SALT cap deduction
Arguments by Northeastern states in court hearing later this month deemed a long shot by legal experts
This strategy can double your estate-tax exemption
'Portability' allows a surviving spouse to tack on the decedent's exemption to his or her own. Despite the higher threshold for paying estate taxes in the 2017 tax law, experts recommend filing for the benefit.
SALT stays: Limit on deduction for state and local taxes isn’t going anywhere
Republicans don't want to tinker with tax reform, and Democrats don't want to be seen giving the wealthy a break.
Latest tax proposal from Democrats targets Wall Street
Sen. Brian Schatz, a Hawaii Democrat, is working on a plan that would tax financial trade.
Tax law dilutes this important break after year-end
Taking a deduction for out-of-pocket medical expenses will face a higher bar after this year.
NFL teams in high-tax states risk talent drain
Limits on federal deduction for state and local taxes could put them at a disadvantage in negotiations with free agents
Alternative minimum tax is a casualty of tax reform nobody will miss
Last year's overhaul is expected to slash the number of taxpayers subject to the AMT.
Here’s what could happen to your taxes if Democrats regain control of Congress
Boosting the corporate tax rate, eliminating carried interest and modifying the pass-through provision are among the possibilities Democrats are discussing.
IRS provides guidance on pass-through taxes, targets loophole
Proposed regulations make it clear the agency considers splitting up businesses to get around income limits abusive.
Indexing capital gains for inflation would be tax windfall for clients
Observers say the proposal could open up areas of arbitrage, depending on how it's drafted
New GOP tax-cut framework would make individual cuts permanent
Plan would also create universal savings accounts, but it doesn't offer fixes for glitches in last year's overhaul.
