Displaying 230 results
Surtax strategies can boost Medicare premiums
Advisers and clients might want to take a closer look at the tactics they’re using to mitigate the…
Adding services: More profit or new headaches?
The following is an edited transcript of a webcast, “How to Add Profitable Services to Your Business,” held…
Not all MLP funds created equal
Some go to extraordinary lengths to qualify for preferential treatment under the tax code.
Execs put on "top hat" plans
Nonqualified deferred-compensation plans are growing again in response to last year's expiration of Bush-era tax cuts, which effectively increased income taxes on high-wage earners.
Estate taxes to be returned to gay couples
Same-sex couples in New York who paid estate taxes can expect to get their money back. The…
Five budget items that target retirement accounts
Five proposals were included in this year’s federal budget that directly relate to retirement accounts. Here is a…
Gandolfini’s estate may get whacked with $30 million tax bill
The $70M estate of late actor James Gandolfini could get stuck with a $30M tax bill. The culprit? Generous bequests to family members
Cases affect planning for gays
The Supreme Court could throw out the federal law that bans gay marriage as early as today in…
IRS scandal throws wrench into tax reform
Controversy seen slowing efforts to revise the code
Tax risk: Trust gains have additional levy
Experts are just getting their arms around a little-publicized wrinkle in the 2012 law.
Tax reform of financial products?
The idea may be theoretically interesting, but it is too complex and practically unworkable
Court case being watched by advisers of same-sex couples
A federal court in New York has ruled that part of the federal Defense of Marriage Act is unconstitutional for blocking a same-sex couple from claiming the federal estate tax marital deduction. The Supreme Court is being asked to take up the case.
Gay spouses struggle to claim benefits
President Barack Obama's support for same-sex marriage hasn't made it any easier for gay spouses to claim their…
Rethinking a break on lump sums
Net unrealized appreciation on lump sums used to be a slam-dunk. Not anymore.
Take a fresh look at Roth conversions
With tax issue settled, it's time for financial advisers to help clients re-evaluate their plans
Tax reform may find its way through partisan thicket
The idea of comprehensive tax reform received a boost from the New Year's Day measure that averted automatic…
Mickelson takes mulligan on his tax comments
Phil Mickelson has apologized for saying that he would have to make “drastic changes” due to new U.S.
Qualified charitable distributions return
As expected, Congress has renewed the special tax break for charitable individual retirement account rollovers, known as qualified…
Deal on dividend tax is small victory for investors
The biggest winners from stage one of Washington’s fiscal cliff agreement might be investors in general and dividend…
Trillion-dollar coin isn’t the answer
Seriously? A trillion-dollar coin? I don’t know whether to laugh or begin stockpiling food, water and anything else…
