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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.
May 18 -
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 didnt get it.
May 12 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
May 8 -
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.
May 6 -
The Internal Revenue Service has issued a notice and revenue procedure on requirements for investing in money market funds.
May 5 -
Many Individual Retirement Account holders die without having consumed the account balances; therefore, beneficiaries will be entitled to the balance.
May 5 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
April 29 -
Investors have been taught by our elders since time immemorial to live by the adage, Buy low, sell high.
April 28 -
To really know your clients, you need to know their loved ones
April 27 -
The Internal Revenue Service has released final regulations providing guidance to private foundations on program-related investments.
April 25
