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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
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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 -
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Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
May 22 -
Now that its springtime and the birds are chirping, its important for your tax clients to consider education-related expenses when applying for federal financial aid.
May 20 -
Public companies in the U.S. are doing more to burnish the results they present to investors than ever before. It isnt working.
May 19 -
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.
May 18 -
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.
May 18 -
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
