Financial Planning

The Internal Revenue Service has released proposed regulations to address the tax treatment of distributions from designated Roth IRA accounts under tax-favored retirement plans.

Taking a holistic view of clients' plans can help identify gaps.

Business development companies are increasingly using off-balance sheet investment vehicles known as senior secured loan programs to increase their effective portfolio leverage without running afoul of regulatory limits on balance sheet leverage, but that trend can be risky, according to research from Fitch Ratings.

The Equal Employment Opportunity Commission has been questioning some of the Big Four accounting firms about their policy of requiring their partners to agree to retire at a specific age.

Despite their high payouts, international stocks and funds can come with big tax bills, but there are ways to offset those hefty levies.

The Fifth Circuit rejected both the Internal Revenue Service and the Tax Court’s valuation of art contained in an estate, finding an estate’s valuation to be supported by the evidence.

Maintaining healthy client relationships is important for CPAs, particularly when their tax clients need some help with their tax planning that may require outside expertise.

Thomson Reuters has released a tax-planning treatise for estate planners, Tax Planning for Family Wealth Transfers at Death: Analysis with Forms.

Rep. Mark Pocan, D-Wis., has introduced a bill that would help low-income married couples deduct twice as much of the interest charged on their student loan debts.

Highlights of some of our favorite tax-related blogs from the past week.