Financial Planning

The tax man cometh for some of the richest money managers in the U.S. They’ve had eight years to dream up a dodge. So far, no luck.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

The Internal Revenue Service has released final regulations relating to the exclusion from gross income of discharge of indebtedness income of a grantor trust or an entity that is disregarded as an entity separate from its owner.

The Internal Revenue Service has issued guidance on whether payments from a qualified retirement plan during a phased retirement are considered an annuity.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

A roundup of our favorite recent tax fraud cases.

A study based on 13 years of tax data finds that most millionaires don’t move cross-country just to avoid a tax bill.

The Internal Revenue Service has ruled that fines issued by the brokerage industry’s self-regulatory body, the Financial Industry Regulatory Authority, or FINRA, are not tax deductible.

Summer jobs are an excellent opportunity to learn responsibility in the areas of work ethic, time management, and financial responsibility.

The Consumer Financial Protection Bureau proposed long-awaited rulemaking last week to protect consumers from falling into the trap of ever-spiraling debt for taking out a short-term “payday loan.”