The bipartisan deficit reduction plan gaining momentum in the Senate likely would require lawmakers to curtail or end the preferential tax treatment of capital gains and dividends
On Sunday, the first day that same-sex couples will be able to marry in New York, chances are good that a client or two of Brian D. Emery's will be lining up to apply for a license
The year 2013 may snap a 12-year winning streak for wealthy Americans on taxes due on income, capital gains, dividends and money given to their heirs
Under U.S. tax law, investment expenses are considered miscellaneous itemized deductions
As they do with stocks, investors have the opportunity to trade listed options on many exchange-traded funds
Financial advisers are fairly clear about what is in store for their clients: taxes that are unlikely to go down and may rise.
A new study by the Government Accountability Office predicts that middle-class workers may well outlive retirement savings. The solution, the GAO says, is for workers to hold off on taking Social Security -- and buy annuities.
Advisers, start planning now. According to a retirement policy expert, deficit pressures in Washington leave little room for further extensions of tax breaks in 2013.
The AARP has refuted an article in today's Wall Street Journal saying the organization had a change of heart after internal debates and had decided that it would accept benefit cuts to the massive entitlement program.
Depreciation schedule on the President's radar; aviation industry feeling 'singled out'
Scrutiny over whether broker-dealer representatives are employees or independent contractors is heating up again in California as a bill works its way through the state Legislature that would punish firms for willful misclassification
A raft of likely new taxes and rising taxes will hit the well-off hard in the wallet, say planning experts. How hard? Some can expect double-digit hikes. Yikes.
Officially, the inflation rate may be negligible, but senior citizens have seen their purchasing power erode by 32% since 2000, according to The Senior Citizens League, a nonpartisan group that lobbies for seniors' rights to benefits
Renewed proposals to eliminate the tax-exempt status of municipal bonds as a way to reduce the $1.5 trillion federal deficit are unlikely to succeed, according to a report by The Bank of New York Mellon Corp.
Two leaders of a group of senators trying to convert last year's presidential deficit commission recommendations into legislation plan to take a hard look at eliminating tax breaks which cost a total of $1.1 trillion annually.
The latest wrinkle in the world of exchange-traded funds is a fund that is a foreign company
IRS nixes two-year time limit for innocent-spouses to plead their case; rule applies to couples who file jointly
The House Republican budget plan put forth last week by Wisconsin Rep. Paul Ryan marks the beginning of the debate on government entitlement reforms — a rancorous clash sure to play out through the next presidential-election cycle and beyond
With the Bush tax cuts extended for another two years, the status remains quo on major — and imminent — potential changes in tax law, right?
