Tax Strategies

HD Investment Services has enhanced its 1040 Analyst wealth management tool with additional retirement planning features.

Warren Buffett is again showing how to use the U.S. tax code to his advantage.

Wolters Kluwer CCH has released a new tax briefing document analyzing the federal tax legislation outlook along with strategies that taxpayers and businesses should consider for reducing their income taxes.

The Internal Revenue Service has issued guidance clarifying the impact that a 2014 rollover of an individual retirement arrangement has on the one-per-year limit imposed by the Tax Code on tax-free rollovers between IRAs.

Ernst & Young has published the latest annual edition of its tax guide, the EY Tax Guide 2015.

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

Both parties in Congress agree the U.S. Tax Code is a mess and needs to be revamped. That doesn’t mean it will happen.

Gearing up for the new repair regs

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

Individuals who lost money in the stock market in 2014 may have other investment assets that have appreciated in value. These taxpayers should consider the extent to which they should sell appreciated assets before year end (if their value has peaked) and thereby offset gains with pre-existing losses.