There are multiple strategies that can be employed once we know what will happen with taxes in 2011
Erskine Bowles and Alan Simpson, co-chairmen of the National Commission on Fiscal Responsibility and Reform, have accomplished something politicians rarely achieve: Their plan to cut the federal government's deficit to a sustainable 2% of gross domestic product over a number of years includes something distasteful to virtually everyone.
In the rush of year-end activity, it's important not to forget your IRA-related to-do list. The following are some of the most overlooked year-end items.
The uncertainty of the Social Security system is making retirement's three-legged stool a bit wobbly.
Financial advisers are bulking up their resources — and bracing for client complaints — as they prepare for the Jan. 1 deadline to begin complying with new cost basis rules.
Don't expect Citigroup Inc., the Carnegie Deli or any other Big Apple business to relocate to Sioux Falls anytime soon, but the moves certainly would make tax sense
It remains to be seen whether lawmakers will extend tax cuts set to expire at the end of the year
If you want to believe that the lame-duck Congress will come to the rescue after Election Day and renew the Bush-era tax cuts, return the estate tax to its more palatable 2009 levels and increase the exemptions from the alternative-minimum tax, go ahead.
When it comes to tax planning, the general consensus among financial advisers and accountants can be summed up in that old motto: Don't put off until tomorrow what you can do today
Accountant helps Charlie Moneymaker, other card sharps with taxes, finances; 'don't get stupid'
If you want to believe that the lame-duck Congress will come to the rescue after Election Day and renew the Bush-era tax cuts, return the estate tax to its more palatable 2009 levels and increase the exemptions from the alternative-minimum tax, go ahead
Lack of cost-of-living adjustment for Social Security hits retirees where it hurts, advisers say
Financial advisers are taking advantage of several Social Security strategies that can boost baby boomers' annual income dramatically.
Congress returned to work this week with a flurry of statements and posturing by political leaders regarding the soon-to-expire Bush administration tax cuts. The maneuvering likely sets the stage for a pre-election battle, rather than a compromise.
Hernandez evaded paying taxes on $8.8M; advised wealthy clients on -- yep -- taxes and offshore trusts
U.S. citizens and residents with UBS AG accounts are racing the clock to disclose their secret holdings to the Internal Revenue Service after the Swiss Parliament ratified an agreement to surrender the names of 4,450 bank clients, tax lawyers said.
Investment advisers and their clients may want to wait before crafting financial strategies to address the tax relief and spending proposals outlined last week by President Barack Obama.
Investment advisers and their clients may want to wait before crafting financial strategies to address the tax-relief and spending proposals outlined today by President Barack Obama.
Looming hike marginal tax rates makes 2010 a good time to take bigger distributions, say advisers
Financial advisers say clients are booking gains now at cheaper tax rate; 'better bang for the buck'
