Though the individual income tax return is a window into the past, what it reveals can shape savings and investment strategies into the future. Advisers can mine the 1040 for information and savings ideas for clients.
Calls for curb to 'egregious tax loopholes' that enable varying tax bills for investors with the same underlying assets.
Payroll tax contributions exceed lifetime benefits for most workers. <i>(Hear Mary Beth Franklin <a href="https://home.investmentnews.com/clickshare/eventPurchase.do?CSProduct=investmentnews-event&CSEventId=1204" target="_blank">answer advisers' questions on Social Security</a> today at 4 p.m.)</i>
Changes could spark revolt, but 'when Congress needs dollars, they're going to get them,' one adviser says.
Possible presidential hopeful seeks to simplify tax code with two rates for income taxes, one for corporate taxes.
Advisers need to be aware of the tax laws in foreign jurisdictions, as well.
As brokerages feel pressure ramp up, forms coming later than usual.
Second homes can provide good income, but are clients ready for the tax filing and landlord burden?
Financial advisers can help clients take early steps to plan for the progressive disease.
Advisers are hopeful that the House will approve making tax breaks for IRA charitable donations permanent, but are trying to keep expectations low.
Clients with disabled children get a new vehicle
<i>Breakfast with Benjamin</i>: Plus: Buffet's opaque empire, Obama's regulatory plans and New York's efforts to keep its meat hooks in tax refugees.
A tussle over public pensions has thrust these defined-benefit plans into the spotlight.
<i>Breakfast with Benjamin</i>: The bond market and the Fed are suddenly marching in lockstep, with inflation clarity coming soon.
Benefit reductions apply only to workers who did not pay FICA taxes.
Put down your box of receipts and check out these tools.
Couples file suit against agency, as Social Security attempts to recoup benefit overpayments.
Keep calm, but stay vigilant when filing your taxes.
Two-thirds of states and Washington now allow same-sex marriage, opening the door for spousal and survivor benefits
As many as 800,000 taxpayers received tax documents with erroneous information.
