Tax

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Top corporations spent more on CEO comp, lobbying than taxes
RETIREMENT REGULATION AND LEGISLATION FEB 03, 2012
Top corporations spent more on CEO comp, lobbying than taxes

Offshore tax havens reduced bill substantially; Levin, others target loopholes

Romney got whopping refund from IRS
RETIREMENT REGULATION AND LEGISLATION JAN 31, 2012
Romney got whopping refund from IRS

Uncle Sam sent presidential candidate $1.6M check for 2010; 'paid 100 percent of what he owes'

Mayor of N.Y. Giants' hometown rooting against the team
RETIREMENT RIAS JAN 31, 2012
Mayor of N.Y. Giants' hometown rooting against the team

James Cassella, mayor of East Rutherford, N.J., the town where New York Giants play their home games, wants the team to beat the San Francisco 49ers Sunday, but lose a fight against paying property taxes on their headquarters and training center.

Maryland, California governors seek boost in taxes on wealthy
RETIREMENT RIAS JAN 31, 2012
Maryland, California governors seek boost in taxes on wealthy

States join federal government in looking to affluent to help trim budget shortfalls

INsider: Wealthy clients have targets on their backs
RETIREMENT RIAS JAN 30, 2012
INsider: Wealthy clients have targets on their backs

The presidential campaign has failed to offer definitive answers about tax reform, but you can see where it's headed

Senator to Citi: Enough already with the tax forms for frequent-flier miles
RETIREMENT REGULATION AND LEGISLATION JAN 29, 2012
Senator to Citi: Enough already with the tax forms for frequent-flier miles

Brown sends letter to Pandit telling bank to stop sending 1099s to customers who received miles for opening savings accounts; 'creating baseless fear'

Opinion: Buffett rule flat-out misses the point
RETIREMENT REGULATION AND LEGISLATION JAN 26, 2012
Opinion: Buffett rule flat-out misses the point

It's time to come to grips with misconceptions about taxing the rich

Mitt Romney's income no ordinary income
RETIREMENT RIAS JAN 25, 2012
Mitt Romney's income no ordinary income

Candidate's earnings taxed as carried interest; 'ordinary people wouldn't be able to do this'

The secrets of Social Security
RETIREMENT TAX JAN 25, 2012
The secrets of Social Security

Even for the typically affluent clients of financial advisers, informed decisions about how and when to claim Social Security benefits can mean thousands of extra dollars a year, and tens of thousands of dollars over a lifetime. Are you prepared to advise clients on this crucial decision?

Romney's tax revelation draws plenty of fire
RETIREMENT RIAS JAN 24, 2012
Romney's tax revelation draws plenty of fire

Ex-govenor's 15% effective rate criticized by opponents; Gingrich paid twice that

RETIREMENT ALTERNATIVES JAN 22, 2012
Carried interest sparks bipartisan tax debate

IRS audits of millionaires at all-time high of 12.5%
RETIREMENT RIAS JAN 19, 2012
IRS audits of millionaires at all-time high of 12.5%

The U.S. Internal Revenue Service said it audited 12.48% of individual tax returns with income exceeding $1 million during 2011, an all-time high.

RETIREMENT REGULATION AND LEGISLATION JAN 19, 2012
Ex-UBS client indicted for hiding accounts from IRS

A former UBS AG client was indicted by a federal grand jury on a charge that he defrauded the U.S. by hiding assets from the U.S. Internal Revenue Service.

RETIREMENT TAX JAN 18, 2012
'Class warfare' could stick wealthy with higher taxes

Class warfare is likely to be a major theme of the 2012 election, with bottom-line consequences for financial advisers' affluent clients.

Gingrich's gift to highest earners
RETIREMENT RIAS JAN 18, 2012
Gingrich's gift to highest earners

Analysis of Newt Gingrich's tax plan would cut taxes for 70% of households and reduce rates for the highest earners compared with what they pay now.

RETIREMENT TAX JAN 11, 2012
IRS warns weaker enforcement, slow service would follow cuts

The Internal Revenue Service is reducing spending in anticipation of budget cuts for this fiscal year, commissioner Douglas Shulman wrote in a letter to lawmakers last week

RETIREMENT TAX JAN 10, 2012
Attuned to the angry climate, advisers prepare clients for worst

Financial advisers hear the growing national buzz that the wealthy should be paying more in taxes, and many are prepping clients for the possibility that they soon will be forking over more to Uncle Sam.

Guess who wins under Republican candidates' tax plans?
RETIREMENT RIAS JAN 06, 2012
Guess who wins under Republican candidates' tax plans?

Tax proposals from the Republican presidential candidates favor one group

RETIREMENT TAX JAN 05, 2012
Warren Buffett: Tax musings triggered national debate

When your name is Warren E. Buffett, just about anything you say or do is going to draw attention.

Like comedy, secret to Social Security is timing
RETIREMENT RETIREMENT PLANNING JAN 04, 2012
Like comedy, secret to Social Security is timing

Knowing when to apply for benefits can greatly alter what you get