Tax Strategies

If the lame duck session of Congress fails to address the tax extenders, it will fall to incoming House Ways and Means Committee chairman Paul Ryan, R-Wis., to see that they get passed early in the next session of Congress.

Crowe Horwath LLP has issued a year-end tax-planning guide with information on income tax deductions, education planning, investing, retirement and estate planning, and tax rates.

The National Society of Accountants has offered a set of year-end tax tips for individual taxpayers, courtesy of Wolters Kluwer CCH.

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.