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The Senate version of the Republican tax bill would tax wealthy private college endowments at 1.4 percent of net investment income, the same levy as the House proposal introduced last week.
November 10 -
In the aftermath of Donald Trumps election, the American Institute of CPAs has drawn up a list of tax reform priorities for the incoming administration.
November 22 -
In the latter part of the year we begin conducting year-end planning meetings with clients. For the ones with children or grandchildren, invariably part of the meeting focuses on planning and saving for college and possibly graduate school expenses.
November 8 -
Assets in college savings plans named for an obscure section of the Internal Revenue Service code hit a new record this summer, totaling $266.2 billion. Thats up 5.1 percent from a year ago, when assets in the accounts stood at $253.2 billion.
September 21 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
September 9 -
Its back to school for university endowments and U.S. lawmakers.
September 9 -
With the start of school just around the corner, taxpayers should be aware of the following tax breaks and deductions available for qualifying expenses, according to the audit defense service TaxAudit.com.
August 8 -
Summer is well underway, and now is a great time to help your clients and their dependents with the tax tips in this slideshow written by Michael Sonnenblick of Thomson Reuters Checkpoint.
July 25 -
There are some tax advantaged ways to help clients pay for expenses for their children this summer.
July 22 -
Summer jobs are an excellent opportunity to learn responsibility in the areas of work ethic, time management, and financial responsibility.
June 7