Financial Planning

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

Now that it’s springtime and the birds are chirping, it’s important for your tax clients to consider education-related expenses when applying for federal financial aid.

Public companies in the U.S. are doing more to burnish the results they present to investors than ever before. It isn’t working.

Last month, the U.S. Department of Labor issued the final fiduciary rule, which significantly affects advisors who render investment advice to Individual Retirement Account owners.

The Internal Revenue Service has released final regulations for disbursements from Roth individual retirement accounts, removing the allocation rule for disbursements from designated Roth accounts to multiple destinations.

Sen. Ron Wyden, D-Ore., the ranking Democrat on the Senate Finance Committee, released a legislative discussion draft Wednesday to lay the groundwork for tax reform in the area of financial derivatives.

Former billionaire Sam Wyly may have been hoping for a better outcome on his home turf as a Texas judge weighed tax-evasion claims related to the fraud trial he lost in New York two years ago. He didn’t get it.

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

A bipartisan group of lawmakers in both the House and Senate are asking the Internal Revenue Service and the Treasury Department to remove the barriers to providing tax-exempt refinancing options for student debt.

The Internal Revenue Service has issued a notice and revenue procedure on requirements for investing in money market funds.