Tax

Displaying 2719 results
RETIREMENT REGULATION AND LEGISLATION APR 04, 2011
Wealthy could get slammed by proposed tax changes

With the Bush tax cuts extended for another two years, wealthy Americans can expect their tax liabilities to remain the same, right?

By Andrew Osterland
RETIREMENT LIFE INSURANCE AND ANNUITIES MAR 29, 2011
Annuity tax alteration may hurt middle class

Preoccupied by a battle over federal spending, Congress has barely begun considering another piece of budget balancing: comprehensive tax reform

By Mark Schoeff Jr.
RETIREMENT TAX MAR 24, 2011
IRS auditors went after rich in fiscal 2010

The Internal Revenue Service audited 18.4% of taxpayers reporting income above $10 million last year, up from 10.6% in fiscal 2009

By Bloomberg
RETIREMENT RETIREMENT PLANNING MAR 23, 2011
Putnam CEO to Congress: Save Social Security, don't privatize it

Putnam Investments chief Robert Reynolds came to Washington on Wednesday to urge Congress to save Social Security — just not in the way Wall Street executives usually recommend.

By Bloomberg
RETIREMENT TAX MAR 20, 2011
IRS to wannabe tax dodgers: "Talk to the hand'

By Bloomberg
RETIREMENT TAX MAR 20, 2011
Charitable giving on the upswing after falling in 2009

Foundations, donor funds cite evidence that wallets are beginning to open

By Liz Skinner
Think your tax-avoidance gambit is novel? Think again
RETIREMENT TAX MAR 18, 2011
Think your tax-avoidance gambit is novel? Think again

IRS to wannabe tax-dodgers: 'Talk to the hand'

By Darla Mercado
Tax strategy patents may be headed for ash heap
RETIREMENT TAX MAR 18, 2011
Tax strategy patents may be headed for ash heap

Senate's near-unanimous passage of law prohibiting such patents hailed as 'big step forward for taxpayers'; on to the House

By Mark Schoeff Jr.
RETIREMENT TAX MAR 16, 2011
S corps prepare for tax-reform fight

Managers at smaller broker-dealers and LLPs have been on high alert ever since Treasury boss Timothy Geithner suggested changing the tax rules for pass-through entities.

By Andrew Osterland
RETIREMENT REGULATION AND LEGISLATION MAR 15, 2011
Tax strategy patents may be headed for ash heap

Now that the Senate has approved a ban on patents for tax strategies, proponents are turning their focus to the House

By Mark Schoeff Jr.
Doh! $600M IRS budget cut would cost $4B in lost collections
RETIREMENT TAX MAR 14, 2011
Doh! $600M IRS budget cut would cost $4B in lost collections

Internal Revenue boss tells Congress funding squeeze would curtail enforcement activity; 'informed and judicious cuts'

By John Goff
RETIREMENT TAX MAR 11, 2011
Tax break? What tax break?

If taxpayers aren't jumping for joy over this year's Social Security tax reduction, it might be because they didn't even know that they were getting a tax break

By Jeff Benjamin
RETIREMENT PRACTICE MANAGEMENT MAR 09, 2011
How advisers can avoid IRS scrutiny

The IRS has just given the green light to Paul — on his 2007 tax return

By Andrew Osterland
RETIREMENT TAX MAR 09, 2011
Estate tax limbo is keeping lawyers busy

With fewer than a dozen weeks remaining until the end of the year, estate attorneys are scrambling to make sure that ultrarich families who have lost a family member this year make the most of 2010's unusual estate tax lapse

By Noah Manley
Deferral denial? Annuity tax alteration would wound middle class
RETIREMENT LIFE INSURANCE AND ANNUITIES MAR 02, 2011
Deferral denial? Annuity tax alteration would wound middle class

IRI report is pre-emptive strike against possible tax change

By Mark Schoeff Jr.
RETIREMENT PRACTICE MANAGEMENT MAR 01, 2011
Tax change for S corps, LLPs 'would create havoc'

Treasury boss Timothy Geithner say the department is considering overhauling the current tax set-up. On the radar: reclassifying the status of pass-through businesses — including LLPs and S corps. Yikes.

By Bloomberg
RETIREMENT TAX FEB 27, 2011
Tying the financial knot

They say that love is blind, but marriage is a real eye-opener

By Lavonne Kuykendall
Buffett: Trickle-down theory is bunk
RETIREMENT TAX FEB 18, 2011
Buffett: Trickle-down theory is bunk

Oracle of Omaha says rich folks should pay more in taxes; 'we have it better than we've ever had it'

By John Goff
Obama takes tax whack at insurers
RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 17, 2011
Obama takes tax whack at insurers

President's budget would end break on corporate-owned insurance; dividends-received reduction also targeted

By Darla Mercado
Advisers: How to avoid an IRS audit this year
RETIREMENT TAX FEB 17, 2011
Advisers: How to avoid an IRS audit this year

The taxman enforceth — now more than ever. Here are a few simple suggestions to stay out of harm's way.

By Andrew Osterland