Tax Strategies

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.

Tax experts dig into the presidential candidates’ tax plans

The Internal Revenue Service unveiled a new procedure Wednesday to help people who accidentally miss the 60-day time limit for rolling over their retirement plan distributions into another qualified retirement plan or individual retirement account.

Most people have never heard of the alternative minimum tax, and those that have probably would love to forget about it and wish that it would just go away.

There are plenty of reasons to get married. Your taxes may not be one of them.

Although the tax positions of the two major candidates would face major hurdles before either one becomes law, interested observers have wasted no time in dissecting them, praising them or pointing out defects.

Democratic presidential nominee Hillary Clinton could have cut her 2015 federal tax bill roughly in half—lopping about $1.7 million from what she owed—under the plan offered by Republican rival Donald Trump.

Tim Kaine, Democratic nominee for vice president, said Saturday that Donald Trump won’t make public his tax returns because they may show the Republican presidential candidate hasn’t been the generous charitable giver he claims to be.

Donald Trump’s revamped tax plan stands in stark contrast to his rival Hillary Clinton’s plan, although many of the differences go back to the traditional split between the Republican and Democratic approaches to tax reform.