Davidson has her reasons, but estate tax isn't one of them, rep says
Managers of private investment partnerships usually get paid both a base management fee and a performance fee. Many times, the performance fee isn't paid in cash, but is instead paid to the manager as an allocation of profits.
Most taxable investors who wish to continue to hold shares of Weyerhaeuser Co. Ticker:(WY) should probably sell today and buy it back again tomorrow after the stock has gone ex-dividend.
Jacked-up rates have wealthy Americans desperately seeking soothing. Muni bonds and Roth IRAs could help lessen the pain
Grantor-retained annuity trusts, one of the most powerful and tax efficient wealth transfer tools, could be a lot less attractive for wealthy investors in the future.
Although many wealthy taxpayers are worried about Washington's plans for tax increases, financial advisers and other tax experts are sounding the alarm bell about state tax hikes.
My recent column on the taxation of listed options on SPDR Gold Shares GLD seems to have struck a nerve.
Many financial planners are in the dark about ways to help clients boost their monthly government checks. That needs to change, says one expert.
The software billionaire's father is spearheading an initiative to impose a state tax on Washington's wealthy
Embedded capital losses, which represent a combination of realized and unrealized losses, offer a rare opportunity for mutual fund investors in taxable accounts.
Under current law, the Medicare payroll tax applies only to wages.
The months and weeks leading up to the end of the year could see more than the usual turmoil in the stock market as investors, guided by their financial planners and investment advisers, adjust their portfolios ahead of
Uncle Sam — specifically the Internal Revenue Service — wants your clients' money.
Higher federal taxes, coupled with a rising stock market, threaten to hit U.S. fund shareholders particularly hard.
Alternative minimum tax your friend? Maybe -- at least when it comes to locking in lower tax rates when converting to a Roth individual retirement account
Randy Abeles from RSM McGladrey takes all of advisers' tax questions this week.
Switzerland cannot hand over files on 26 suspected tax cheats to U.S. authorities because their failure to properly declare assets doesn't constitute fraud under Swiss law, a top court has ruled.
Of those taxpayers who are getting money back, 30% said they intend to pay down debt, 28% say they will save or invest, and 26% anticipate spending their refund on food or utility bills.
