Tax

Displaying 2741 results
S&P 'shot across the bow' could be start of financial fix for U.S.
RETIREMENT REGULATION AND LEGISLATION APR 29, 2011
S&P 'shot across the bow' could be start of financial fix for U.S.

Amid the financial crisis of 2008, ratings agencies were villified by press and public alike. But S&amp;P's lowering of its credit rating outlook for Uncle Sam was hailed by some as a crucial step in getting lawmakers to do something about the crushing federal deficit. | <font color = blue>Benjamin: Run on Treasuries a flight to crazy</font>

White House unveils 'your tax dollars at work' receipt
RETIREMENT TAX APR 26, 2011
White House unveils 'your tax dollars at work' receipt

Breakdown of where the money goes now available online; a simple 'thanks' would suffice

Obama puts money where his mouth is on tax return
RETIREMENT RIAS APR 25, 2011
Obama puts money where his mouth is on tax return

The president's policy goals are reflected in his personal money management, according to an expert who reviewed the tax returns the country's chief executive made public after paying his family's annual bill to the government he runs.

RETIREMENT TAX APR 24, 2011
The best way to own master LPs

Master limited partnerships are legal entities that trade on an exchange but are not corporations

Why tax day is a good day to be a whaler
RETIREMENT TAX APR 19, 2011
Why tax day is a good day to be a whaler

New deductions this year include $10K for qualified harpooners; modest credit for hosting exchange student

Estate tax filers catch a break with IRS extension
RETIREMENT REGULATION AND LEGISLATION APR 19, 2011
Estate tax filers catch a break with IRS extension

Agency extends due date for Form 8939;' good news' for those struggling with cost basis of property

Obama to advisers: 'No more tax monkey business'
RETIREMENT RIAS APR 18, 2011
Obama to advisers: 'No more tax monkey business'

President Barack Obama is making his clearest pitch yet for an overhaul of the entire U.S. tax code for individuals and businesses, and the wealthy probably won't like it.

Ex-FPA prez to Congress: Clients looking to earn less to avoid tax hit
RETIREMENT RIAS APR 18, 2011
Ex-FPA prez to Congress: Clients looking to earn less to avoid tax hit

Johannessen says proposed 39.6% top marginal rate spooking more-affluent filers

RETIREMENT ETFS APR 18, 2011
Would you like to do the contango?

As we discussed last month, futures-based ETFs may generate considerable tax-related confusion

RETIREMENT RETIREMENT PLANNING APR 17, 2011
Defining the 'professional' trader

Tax reform could mow down deductions, special cap gains treatment
RETIREMENT RIAS APR 15, 2011
Tax reform could mow down deductions, special cap gains treatment

The mortgage expense tax deduction and other 'sacred cows' would be gutted under an influential lawmaker's tax proposal

RETIREMENT TAX APR 14, 2011
Webcast transcript: New estate tax law may be a boon to wealthy

The webcast &#8220;Estate Planning 2011: The New Rules for Advisers&#8221; was held Jan. 18 in New York

RETIREMENT TAX APR 14, 2011
Charitable tax planning key to reducing liabilities

When clients ask Yale Levey to forecast how the tax code might change next year, his answer is invariably the same: &#8220;I have absolutely no idea&quot;

RETIREMENT TAX APR 14, 2011
Take advantage of strategies to minimize estate tax

Looking back on a year that has been perhaps the most unusual in her 30 years of counseling wealthy clients in the area of trusts and estates, Gail Cohen, vice chairman and general trust counsel at Fiduciary Trust Company International, has some pointed year-end advice

RETIREMENT REGULATION AND LEGISLATION APR 13, 2011
Tax reform debate awaits a presidential push

Broad outlines of the debate over comprehensive tax reform are starting to emerge on Capitol Hill

RETIREMENT TAX APR 06, 2011
Surprise! Tax reform still on hold

And Washington watchers say meaningful progress may not happen until the next election

RETIREMENT LIFE INSURANCE AND ANNUITIES APR 06, 2011
Top tax rate would go sky-high under new proposal

U.S. millionaires would face an annual income tax increase of at least 10% under a deficit reduction measure proposed by Rep. Jan Schakowsky, R-Ill

Government may shut down, but the IRS goes on
RETIREMENT REGULATION AND LEGISLATION APR 05, 2011
Government may shut down, but the IRS goes on

Taxpayers still need to file by April 18 &#8212; even if federal government's gone fishin'

RETIREMENT TAX APR 04, 2011
Surprises in state income taxes

State taxes don't always follow the same rules used in calculating federal income taxes

RETIREMENT REGULATION AND LEGISLATION APR 04, 2011
Wealthy could get slammed by proposed tax changes

With the Bush tax cuts extended for another two years, wealthy Americans can expect their tax liabilities to remain the same, right?