Tax

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RETIREMENT LIFE INSURANCE AND ANNUITIES MAR 29, 2011
Annuity tax alteration may hurt middle class

Preoccupied by a battle over federal spending, Congress has barely begun considering another piece of budget balancing: comprehensive tax reform

RETIREMENT TAX MAR 24, 2011
IRS auditors went after rich in fiscal 2010

The Internal Revenue Service audited 18.4% of taxpayers reporting income above $10 million last year, up from 10.6% in fiscal 2009

RETIREMENT RETIREMENT PLANNING MAR 23, 2011
Putnam CEO to Congress: Save Social Security, don't privatize it

Putnam Investments chief Robert Reynolds came to Washington on Wednesday to urge Congress to save Social Security — just not in the way Wall Street executives usually recommend.

RETIREMENT RETIREMENT PLANNING MAR 20, 2011
Reporting Roth IRA conversions

Get ready for an avalanche of Form 8606 questions

RETIREMENT TAX MAR 20, 2011
IRS to wannabe tax dodgers: "Talk to the hand'

RETIREMENT TAX MAR 20, 2011
Charitable giving on the upswing after falling in 2009

Foundations, donor funds cite evidence that wallets are beginning to open

Think your tax-avoidance gambit is novel? Think again
RETIREMENT TAX MAR 18, 2011
Think your tax-avoidance gambit is novel? Think again

IRS to wannabe tax-dodgers: 'Talk to the hand'

Tax strategy patents may be headed for ash heap
RETIREMENT TAX MAR 18, 2011
Tax strategy patents may be headed for ash heap

Senate's near-unanimous passage of law prohibiting such patents hailed as 'big step forward for taxpayers'; on to the House

RETIREMENT TAX MAR 16, 2011
S corps prepare for tax-reform fight

Managers at smaller broker-dealers and LLPs have been on high alert ever since Treasury boss Timothy Geithner suggested changing the tax rules for pass-through entities.

RETIREMENT REGULATION AND LEGISLATION MAR 15, 2011
Tax strategy patents may be headed for ash heap

Now that the Senate has approved a ban on patents for tax strategies, proponents are turning their focus to the House

Doh! $600M IRS budget cut would cost $4B in lost collections
RETIREMENT TAX MAR 14, 2011
Doh! $600M IRS budget cut would cost $4B in lost collections

Internal Revenue boss tells Congress funding squeeze would curtail enforcement activity; 'informed and judicious cuts'

RETIREMENT TAX MAR 11, 2011
Tax break? What tax break?

If taxpayers aren't jumping for joy over this year's Social Security tax reduction, it might be because they didn't even know that they were getting a tax break

RETIREMENT PRACTICE MANAGEMENT MAR 09, 2011
How advisers can avoid IRS scrutiny

The IRS has just given the green light to Paul — on his 2007 tax return

RETIREMENT TAX MAR 09, 2011
Estate tax limbo is keeping lawyers busy

With fewer than a dozen weeks remaining until the end of the year, estate attorneys are scrambling to make sure that ultrarich families who have lost a family member this year make the most of 2010's unusual estate tax lapse

Deferral denial? Annuity tax alteration would wound middle class
RETIREMENT LIFE INSURANCE AND ANNUITIES MAR 02, 2011
Deferral denial? Annuity tax alteration would wound middle class

IRI report is pre-emptive strike against possible tax change

RETIREMENT PRACTICE MANAGEMENT MAR 01, 2011
Tax change for S corps, LLPs 'would create havoc'

Treasury boss Timothy Geithner say the department is considering overhauling the current tax set-up. On the radar: reclassifying the status of pass-through businesses — including LLPs and S corps. Yikes.

RETIREMENT TAX FEB 27, 2011
Tying the financial knot

They say that love is blind, but marriage is a real eye-opener

RETIREMENT RETIREMENT PLANNING FEB 20, 2011
Your 2011 Roth IRA questions answered

Last year, many financial advisers worked with clients to implement Roth conversions

Buffett: Trickle-down theory is bunk
RETIREMENT TAX FEB 18, 2011
Buffett: Trickle-down theory is bunk

Oracle of Omaha says rich folks should pay more in taxes; 'we have it better than we've ever had it'

Obama takes tax whack at insurers
RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 17, 2011
Obama takes tax whack at insurers

President's budget would end break on corporate-owned insurance; dividends-received reduction also targeted