Tax Strategies

Multiple retirement accounts: Pay-out complexity and opportunities

Tips on how to make working at home pay, from the Illinois CPA Society

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

Democrats are courting progressive-minded Americans by calling for a tax on Wall Street trades. If the party succeeds, the mom-and-pop investors they’re wooing could bear the brunt.

The Democratic Party’s proposed 2016 platform supports “a financial transaction tax on Wall Street”—but presumptive nominee Hillary Clinton is focused on a narrower approach that isn’t likely to target big banks.

Municipal bonds are becoming concentrated in a fewer number of hands and that may not be good for bondholders and states and local governments.

Tips on how to make working at home pay, from the Illinois CPA Society

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

The AICPA drafted a new comment letter to the U.S. Department of the Treasury and the IRS today, calling for a delay in the effective date of Internal Revenue Code Section 385 proposed regulations (REG-108060-15), which relates to the treatment of certain interests in corporations as stock or debt for federal tax purposes. The AICPA also urged that exceptions to the proposed regulations be provided as part of its numerous technical comments and recommendations.

All across America, hard-working people receive their personal income tax returns and wonder why they still owe money at tax time.