Tax planning

Senator Elizabeth Warren’s wealth tax proposal is big. Senator Bernie Sanders’ is about 60 percent bigger.

Senator Elizabeth Warren’s campaign promise to fund social programs by making America’s wealthiest pay a small percentage of their fortune every year could create a costly and difficult compliance system for both the taxpayers and the IRS.

The UJA-Federation of New York recognizes the tax expert for his half-century of dedication.

What many businesses don’t realize is that communications tax applies to much more than just the wireless and cable industries.

The billionaire is planning to move his home and business to Florida to avoid New York’s higher taxes, according to people familiar with the matter.

The president spoke a day after deciding against cutting the tax on capital gains by indexing gains to inflation.

The senator is taking a slightly different approach to targeting the same non-wage income as proposals from Democratic presidential hopefuls.

Billionaires such as Jeff Bezos, Bill Gates and Warren Buffett could have collectively lost hundreds of billions of dollars in net worth over decades.

The company is bringing together its tax-focused wealth management divisions.

Tax services segue naturally in to wealth management and financial planning services.