Tax Strategies

Wealthy people have lots of ways to avoid the estate tax. But a federal judge says one family got a little too creative in dodging its tax bill.

As your clients’ most trusted adviser, how can you protect them from the financial threat and high costs of long-term care?

Now that the school year has ended, it is time to consider childcare and taxes during the summer months.

U.S. lawmakers are exploring a new corporate tax break that would benefit companies already adept at avoiding taxes.

Senate Finance Committee ranking member Ron Wyden, D-Ore., has introduced legislation aimed at preventing offshore tax avoidance by some U.S. hedge fund “reinsurers.”

Republican Senator Rand Paul’s plan to overhaul the U.S. tax system calls for a 14.5 percent federal flat tax for consumers and companies, the elimination of almost all deductions and the abolition of several other levies.

It’s one of the sweetest employee perks in the hedge-fund world: a chance to invest in Medallion, the wildly profitable fund created by market legend James Simons.

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.

Minimizing self-employment taxes to owners of pass-through entities