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The tax man cometh for some of the richest money managers in the U.S. Theyve had eight years to dream up a dodge. So far, no luck.
June 21 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
June 17 -
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.
June 15 -
The Internal Revenue Service has issued guidance on whether payments from a qualified retirement plan during a phased retirement are considered an annuity.
June 15 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
June 10 -
A roundup of our favorite recent tax fraud cases.
June 10 -
A study based on 13 years of tax data finds that most millionaires dont move cross-country just to avoid a tax bill.
June 9 -
The Internal Revenue Service has ruled that fines issued by the brokerage industrys self-regulatory body, the Financial Industry Regulatory Authority, or FINRA, are not tax deductible.
June 8 -
Summer jobs are an excellent opportunity to learn responsibility in the areas of work ethic, time management, and financial responsibility.
June 7 -
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.
June 6
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Congress and the Internal Revenue Service are starting to take a closer look at the museums set up by private foundations that receive special tax-exempt status from the IRS.
June 3 -
The American Institute of CPAs has sent comments to the Internal Revenue Service and the Treasury Department on proposed regulations for estate tax basis reporting.
June 3 -
As the Baby Boomers move into retirement, their $50 trillion in assets will move with them -- and theyll need professional help with the transition, according to Roger Ochs.
June 2 -
Despite their collective sigh of relief at the end of tax season, the lull that afflicts the profession afterwards can be disquieting.
June 2 -
The end of the 2016 primary season is in sight, and while many significant (and some less significant) issues have received ample attention, taxes have played a somewhat less prominent role.
June 1 -
Two new surveys highlight the differing financial situations of older and younger adults.
June 1 -
As Donald Trump prepared for the Republican primaries, he transferred dozens of his most prized assets, the Trump trademarks that adorn everything from hotels to ties to his U.S. golf courses, into a new Delaware-based companya move that offers him a chance to cut his income-tax bills.
May 31 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
May 27 -
When it comes to taxes, millionaires have short fuses. Ratchet up their rates and they'll blow you off and move to a low-tax, or no-tax, state.
May 26 -
