Tax

Displaying 2719 results
Harvard muni bonds a buy amid battle with Trump White House, Barclays says
RETIREMENT FIXED INCOME APR 25, 2025
Harvard muni bonds a buy amid battle with Trump White House, Barclays says

Strategist sees relatively little risk of the university losing its tax-exempt status, which could pose opportunity for investors with a "longer time horizon."

By Bloomberg
New York Dems push for return of tax on stock sales
RETIREMENT EQUITIES APR 23, 2025
New York Dems push for return of tax on stock sales

The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.

By Bloomberg
Summers warns of $1T revenue loss risk from Trump 'attack' on IRS
RETIREMENT TAX APR 22, 2025
Summers warns of $1T revenue loss risk from Trump 'attack' on IRS

The former Treasury secretary envisions an avalanche of noncompliance as the federal tax agency weathers massive workforce reductions and a string of walkouts in its leadership.

By Bloomberg
MLB team wages lonely $19M tax-hike battle over player pay
RETIREMENT TAX APR 21, 2025
MLB team wages lonely $19M tax-hike battle over player pay

The only publicly traded US team in the league faces an uphill fight, with a little-known tax rule threatening to handicap its ability to lure high-salary superstars.

By Bloomberg
As tax day comes, implications of Trump-era IRS remain murky
RETIREMENT TAX APR 15, 2025
As tax day comes, implications of Trump-era IRS remain murky

With a leaner federal revenue agency, the system faces serious questions over the honesty of wealthy taxpayers, US debt, and getting clarity on complex tax situations.

By Bloomberg
Survey finds majority of Americans can't cope with expiring 2017 tax cuts
RETIREMENT TAX APR 14, 2025
Survey finds majority of Americans can't cope with expiring 2017 tax cuts

Research finds an 85 percent consensus saying Congress should extend Trump's signature deductions in order to stave off higher tax costs.

By Leo Almazora
What percentage of Americans think the income tax they pay is fair?
RETIREMENT TAX APR 08, 2025
What percentage of Americans think the income tax they pay is fair?

Spoiler alert: It’s the lowest share in 25 years, new report reveals

By Steve Randall
Republicans target $25,000 SALT cap as Trump tax plans solidify
RETIREMENT TAX APR 02, 2025
Republicans target $25,000 SALT cap as Trump tax plans solidify

The proposed increase to the write-off would potentially be offset with reduced deductions to the amount corporations can claim on their state and local taxes, sources say.

By Bloomberg
Extending Trump tax cuts would deepen wealth gap, experts warn
RETIREMENT TAX APR 01, 2025
Extending Trump tax cuts would deepen wealth gap, experts warn

With Federal Reserve data showing the top half of households own almost all US assets, federal tax policy could spur even worse economic inequality.

By Leo Almazora
Senate aims for tricky two-step: advancing Trump's tax plans while delaying spending-cut showdown
RETIREMENT TAX MAR 31, 2025
Senate aims for tricky two-step: advancing Trump's tax plans while delaying spending-cut showdown

Republican leaders are looking to include $2 trillion in spending cuts over a decade in an eventual bill as counterparts in the House press for an immediate reckoning.

By Leo Almazora
Senate Majority Leader pushes full repeal of estate tax
RETIREMENT TAX MAR 26, 2025
Senate Majority Leader pushes full repeal of estate tax

The Republican leader's call to end the death tax, part of a long and growing wish list of cuts and reductions, would offer relief to a small but important sliver of America's wealthiest taxpayers.

By Bloomberg
Majority of Americans agree on higher taxes for large corporations, higher-income households
RETIREMENT TAX MAR 21, 2025
Majority of Americans agree on higher taxes for large corporations, higher-income households

Pew survey reveals slight majority consensus on tax rates, but views splinter based on political alignment and income levels.

By Leo Almazora
Don't sell your winners, donate them to charity instead
RETIREMENT RETIREMENT PLANNING MAR 20, 2025
Don't sell your winners, donate them to charity instead

If you are going to let your winners run, let them run for a good cause while lowering your tax bill.

By Gregg Greenberg
CFP Board warns of tax "tipping point" as TCJA expiration puts financial plans at risk
RETIREMENT TAX MAR 18, 2025
CFP Board warns of tax "tipping point" as TCJA expiration puts financial plans at risk

With nearly nine in 10 seeing danger to clients' retirement income and legacy plans, among others, CFP professionals are urging strategic planning pivots and tax perks for advice-seekers.

By Leo Almazora
IRS eases off on some audits with retrenchments giving way to AI
RETIREMENT TAX MAR 18, 2025
IRS eases off on some audits with retrenchments giving way to AI

While he hasn't laid out a clear plan, Treasury Secretary Scott Bessent has gone on record touting "the great AI revolution" in improving the agency's tax collections and customer service.

By Leo Almazora
Trump eyes no taxes for Americans making less than $150k, says Lutnick
RETIREMENT TAX MAR 14, 2025
Trump eyes no taxes for Americans making less than $150k, says Lutnick

The plan could offer $24,000 in relief for some taxpayers, but experts warn of consequences.

By Leo Almazora
Half of taxpayers are relying on refunds, but DOGE cuts could delay their dollars
RETIREMENT TAX MAR 14, 2025
Half of taxpayers are relying on refunds, but DOGE cuts could delay their dollars

Two tax season surveys reveal confusion, concerns prevalent in tax filing season.

By Steve Randall
Inefficiencies mean opportunities
RETIREMENT TAX MAR 12, 2025
Inefficiencies mean opportunities

The client comes first may be a cliché but it’s underappreciated, says Andrew Clinton, an expert in tax-exempt fixed-income solutions.

By Chris Davis
Taking women by the hand during tax season
RETIREMENT TAX MAR 10, 2025
Taking women by the hand during tax season

Beacon Pointe partner and managing director Indya Yuill shares how to boost female clients' tax confidence, and how the work of tax planning can naturally create growth opportunities.

By Leo Almazora
House Freedom Caucus leader throws support behind SALT cap increase
RETIREMENT TAX MAR 10, 2025
House Freedom Caucus leader throws support behind SALT cap increase

Much hoped-for changes, including a doubling of the deduction for joint filers, are set to be part of a Republican package renewing many of President Trump's first-term tax cuts.

By Bloomberg