Tax

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Advisers: How to avoid an IRS audit this year
RETIREMENT TAX FEB 17, 2011
Advisers: How to avoid an IRS audit this year

The taxman enforceth — now more than ever. Here are a few simple suggestions to stay out of harm's way.

Think tank urges cutting contributions to tax-deferred plans
RETIREMENT RETIREMENT PLANNING FEB 17, 2011
Think tank urges cutting contributions to tax-deferred plans

A proposal to cut by more than half the total amount employers and employees may contribute to their defined-contribution plans could spur some employers to kill the plans, industry lobbyists say.

Higher tax rates would cost average Joe $2,600
RETIREMENT TAX FEB 17, 2011
Higher tax rates would cost average Joe $2,600

Congressional failure to extend current marginal rates would slam middle-income earners; 'kick the can'

RETIREMENT TAX FEB 08, 2011
Don't overlook tax efficiency

People who are making financial preparations for retirement typically plan for expenses such as housing or health care but easily overlook one of the most significant categories that can affect their savings — taxes

RETIREMENT RETIREMENT PLANNING FEB 08, 2011
Tax cuts and Roth conversions

IRS issues new plan — and ominous warning — for secret account holders
RETIREMENT TAX FEB 07, 2011
IRS issues new plan — and ominous warning — for secret account holders

Tax man offers partial amnesty that 'gives people a chance to come in before we find them'

RETIREMENT ETFS JAN 30, 2011
Commodities ETFs can be taxing

Investors in hedge funds and limited partnerships are used to receiving these forms, which reflect an investor's proportionate share of a partnership's taxable income or loss

RETIREMENT TAX JAN 20, 2011
Good news for planners: Bill aims to scuttle tax strategy patents

Patent Reform Act would scrap patents for complicated tax ploys and corresponding advice

RETIREMENT TAX JAN 06, 2011
Will Congress play 'kick the can' with tax rates?

Lame-duck lawmakers may end up extending expiring Bush era rates; 'a drama that will take a while to sort out'

RETIREMENT TAX JAN 02, 2011
Don't overlook tax efficiency

RETIREMENT FIXED INCOME JAN 02, 2011
How to start the year off right

Will cost-basis reporting help or muddle clients?
RETIREMENT TAX DEC 23, 2010
Will cost-basis reporting help or muddle clients?

New IRS rules kick in next year; outcomes 'they don't expect'

RETIREMENT TAX DEC 23, 2010
Congress provides certainty on taxes — at least for now

Investment advisers now can confidently tell their clients they don't need to rush stock or real estate sales, or scramble to gift chunks of their estate to heirs before the end of the year.

IRS pushes back filing date for itemizers
RETIREMENT TAX DEC 21, 2010
IRS pushes back filing date for itemizers

Delay will effect about a third of taxpayers who break out their deductions on returns

Death tax could still be killed
RETIREMENT RIAS DEC 21, 2010
Death tax could still be killed

Business groups, Republicans vow to dismantle the provision, piece by piece

RETIREMENT REGULATION AND LEGISLATION DEC 19, 2010
House budget chairman targets tax breaks

A leader of Republican efforts to cut government spending and tackle the federal deficit indicated Thursday that he embraces the idea of cutting so-called tax expenditures.

RETIREMENT RETIREMENT PLANNING DEC 19, 2010

Incite: Liberal foes of tax plan threaten middle class
RETIREMENT RIAS DEC 17, 2010
Incite: Liberal foes of tax plan threaten middle class

Scuttling the Administration's tax proposal would hit average Americans squarely in the wallet; the fate of refundables?

RETIREMENT REGULATION AND LEGISLATION DEC 17, 2010
Dems grouse over death tax, but Obama deal likely to fly

Despite grousing from the left, it looks as if Republicans will get pretty much what they want on estate tax policy — if, as expected, Congress approves a bill that would extend all Bush-era tax cuts for two years

RETIREMENT REGULATION AND LEGISLATION DEC 17, 2010
Tax cut bill clears Senate hurdle with ease

Legislation that would extend for two years Bush administration tax cuts for all income levels cleared a Senate hurdle today.