Tax

Displaying 1591 results

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Trump administration budget would extend expiring income, estate tax cuts

Capitol Hill Democrats are set to resist the spending proposal; the SEC requests a budget bump

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GPB fails to deliver tax documents to private placement investors

Schedule K-1 forms won't arrive in time for tax season for investors in GPB Automotive Portfolio, one of the company's two largest funds

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Brokerage groups spend more on lobbying than adviser organizations

The top issues that groups targeted for Capitol Hill influence were the SECURE Act and a financial transactions tax

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Munis from high-tax states in great demand

Investors in states like California and New York seem to be ignoring the ratings on municipal bonds as they deal with the limits on deducting state and local taxes

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Roth 401(k)s could get a boost from the SECURE Act

The seldom used accounts, available in most employer-sponsored plans, could see increased interest given the elimination of the stretch IRA

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Specialized financing leverages art to buy more art

Bankers help wealthy clients use planes and other assets as collateral

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Advisers want age to continue to climb for mandatory retirement savings withdrawals

The SECURE Act raised the age to 72 from 70 1/2; another bill would boost it to 75

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Americans to inherit $764 billion this year, mostly tax-free

But that could change under a new proposal that would scrap the current system, which taxes estates, and instead require heirs to pay income tax on the money they receive

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Ultra-wealthy worried about taxes as election nears

Survey also finds 80% of clients concerned about safeguarding their estates

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Why now is the time to sell family businesses

Unload firms before the economy or politics take a turn