Tax planning

With the 2016 presidential election dominating this fall’s news cycle, you may have overlooked an important and significant celebration—the centennial birthday of the estate tax.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

Clients in business for themselves face a host of challenges. How can you best advise clients who already have their hands full making a living on their own?

(Bloomberg) For wealthy Americans, a big win by Hillary Clinton on Nov. 8 could get pretty expensive.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

Prospects for year-end tax legislation

Parsing the new partnership audit rules

The perilous calculus associated with retirement

Hillary Clinton’s proposed tax increases on people with high incomes and on businesses would constrain economic growth, according to a policy group’s analysis.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

Although I live a few miles from Hofstra University, the site of Monday night’s Presidential debate, I didn’t have a ticket to the event. Instead, I spent the time trying to get to the Marriott next door, where viewers were promised the chance to meet one of the candidates afterward.

A group of 41 Senate Republicans is urging the Treasury Department to drop proposed regulations that would eliminate a popular tax strategy for minimizing estate and gift taxes.

The Internal Revenue Service has released new procedures that help a taxpayer make the decision on whether to opt for a qualified terminable interest property election to reduce estate taxes.

The very rich are different from you and me. They even have their own IRS audit squad.

This U.S. presidential campaign, and particularly that of Democratic Senator Bernie Sanders of Vermont, moved the issue of income inequality front and center. Now there are some new numbers in that department, and they won’t make many people happy.

With summer now behind us, it’s time for older taxpayers—those ages 65 and above—to consider how they will be affected by the higher post-2016 floor beneath medical expenses.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

As both major Presidential candidates’ campaigns get into full gear, some of their positions on tax have become clearer, while others are still up in the air.

Hillary Clinton wants roughly $550 billion in new taxes and fees over the next decade—affecting investment partnerships, large estates and banks—that have received little to no public discussion from her campaign, a report from a Washington-based policy group shows.