IRS Prods Lawmakers to Pass Tax Extenders
Senate Finance Chairman Wyden prodded Congress after the IRS warned that failure to act could disrupt tax filing season.
Under the Hood: What You Need to Know About the Federal Estate Tax
What’s included in the estate, what’s the tax on that estate and what are the resources for learning more, including designations to consider achieving.
Deadline for Undoing IRA Conversions Approaching Fast
The deadline for “recharacterization” of assets that were moved from one form of an IRA to the other is Oct. 15.
Are You a Crummey Advisor or Just a Crummy Advisor?
When it comes to passing your clients' wealth to the next generation in the most tax-efficient way, you definitely want to be a Crummey advisor.
GOP May Take Senate, but No End to DC Dysfunction: Political Pundits
Inside-the-Beltway political 'handicappers' Stuart Rothenberg and Charlie Cook tell IRI crowd not to expect tax reform even if Republicans take control of the Senate.
Advisor Prepares Pro Athletes for Life After Sports
Lee Rawiszer creates lifetime plans for incomes at risk of meteoric rises and crashes — sometimes after meeting the client for less than 15 minutes.
IRS Warns of FATCA Phishing Scams
Scam artists posing as the IRS have fraudulently solicited account holder identity and financial account information.
Helping Clients Avoid the IRS on Tax-Free Inherited IRA Rollovers
IRS blessed tax-free rollovers for two spouses inheriting IRAs that didn't name them as beneficiaries, but they could have done the same with proper planning.
Treasury, IRS Issue New Guidance to Curb Corporate Tax Inversions
The Treasury Department and IRS issued guidance late Monday to reduce the tax benefits of corporate inversions.
IRS Finally Answers After-Tax IRA Rollover Question
Can after-tax money in 401(k)s be converted to a Roth IRA tax-free? The IRS has the answer in a just-published guide.