Tax Strategies

U.S. Senate Finance Committee Chairman Ron Wyden said he expects Congress to pass legislation that would permanently extend three lapsed tax breaks for charitable contributions.

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

Bloomberg BNA has released the inaugural edition of the Bloomberg BNA 2015 Federal Tax Guide, a quick-reference guide for tax practitioners to help with preparing 2014 individual and business tax returns and 2015 planning.

While the traditional end-of-year tax tip checklist contains such tried and true suggestions as defer income and accelerate deductions, there are a number of other steps Tom Wheelwright takes in advising his small business clients.

The House of Representatives voted to revive dozens of lapsed U.S. tax breaks for this year and set them to expire again on Dec. 31.

Accounting firm Marcum LLP has released its annual Year-End Tax Guide for the national accounting and advisory firm’s clients and others.

As 2014 winds down, you may be able to help your clients kill two birds with one stone by combining routine portfolio rebalancing with tax loss harvesting.

Tomorrow happens to be Giving Tuesday, a global day dedicated to giving back, and a pair of CPAs have some advice for those who are planning their end-of-year charitable giving.

Tax benefits for individuals and small businesses that expired in 2013 could have an impact on as many as one in six taxpayers, according to a new analysis.

Tax strategies to take your clients into the New Year.