The idea — known as a patent box or innovation box — would help companies trying to maintain low tax rates they've achieved by booking income in overseas tax havens.
Prospective donors will want to be ready to give both their money and their time.
Agency embraces technology while juggling demand for increased face-to-face service.
Just 28% of more than 1,500 adults received a passing grade on a series of basic questions about benefits, and that could have serious implications for their retirement income.
Sometimes there is no clever claiming strategy available to boost lifetime benefits given the difference in ages between two spouses.
Excess earnings before full retirement age can reduce payments to both spouses.
Mutual fund popularity fades as the bull market lives on.
High court is set to announce opinions in two cases — one on same-sex marriage and another on health care — that will impact the advice financial planners deliver to clients.
Agency overpays spousal benefits to some public employees, underpays others.
<i>Breakfast with Benjamin:</i> BlackRock CEO Laurence Fink says low rates are pushing more Americans to boost savings as their fear of retirement security increases, thanks to low rates.
<i>Breakfast with Benjamin</i>: The real reason the Fed is sitting on its hands boils down to a lousy employment market.
Simplification tops the list but it's not the only thing advisers want changed in the tax code. <i>(Check out these <a href="//www.investmentnews.com/gallery/20150214/FREE/213009999/PH"" target=""_blank"" rel="noopener noreferrer">6 strange tax loopholes</a>)</i>
Finance prof says advisers not getting message of the value of delaying Social Security until 66 across to clients.
Plan would cut almost all tax deductions, but also would eliminate taxes on estates and capital gains, dividends.
Accountants prepare clients to refile income tax returns for refund of county taxes.
Roth IRA conversions or contributions can be undone up to Oct. 15 of the following year
Which is harder to swallow: realizing that your advice cost a client more than $29,000 in lost Social Security benefits or owning up to the mistake?
<i>Breakfast with Benjamin</i>: Where to look when it's time to go beyond the traditional hunting grounds for dividend income.
Be cognizant of the tax treatment of investments and where they should be held.
Rule No. 1: Stop being an asset manager and become a plan manager.
