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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 -
The Internal Revenue Service has issued a notice and revenue procedure on requirements for investing in money market funds.
May 5 -
Many Individual Retirement Account holders die without having consumed the account balances; therefore, beneficiaries will be entitled to the balance.
May 5 -
A permanent exclusion for qualified SMB stock means big change
April 29 -
Investors have been taught by our elders since time immemorial to live by the adage, Buy low, sell high.
April 28 -
With the April 2016 tax filing season behind us, it is time to start focusing clients on new tax issues they will be facing for the current tax year.
April 26 -
The Internal Revenue Service has released final regulations providing guidance to private foundations on program-related investments.
April 25 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
April 22 -
Last week the Tax Court, in a case of first impression, ruled that payments made by a decedent through a trust to pay premiums on life insurance policies obtained to fund buy-sell agreements should not be regarded as loans still owed to her estate.
April 22
