Tax Strategies

As 2014 draws to a close, there may be more planning opportunities than ever before, but also more traps for the unwary, according to Grant Thornton LLP.

U.S. Wealth Management president and CEO John Napolitano discusses the key elements in building a holistic financial plan for clients and their families, in an interview with Accounting Today managing editor Tamika Cody.

Accounting and consulting firm Moss Adams LLP has released its annual Year-End Tax Planning Guide outlining some of the key tax issues and potential pitfalls for next year.

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

Tax prep and filing vendor TaxACT has released its 2014 federal software for 1040, 1065, 1120S, 1120 and 1041 returns.

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

H&R Block is debuting a new program to encourage consumer savings at tax time, working with the Consumer Financial Protection Bureau, the U.S. government agency charged with making financial markets work for American consumers, to encourage consumers to use tax refunds to build savings.

A tax attorney is sounding a warning about some unfavorable estate tax consequences for surviving spouses in many states across the country from the use of so-called “QTIP trusts.”

The Internal Revenue Service has released proposed regulations to address the tax treatment of distributions from designated Roth IRA accounts under tax-favored retirement plans.

Despite their high payouts, international stocks and funds can come with big tax bills, but there are ways to offset those hefty levies.