How to Shield Investment Income From IRS: Andy Friedman
The political forecaster and former tax lawyer has a few tax-smart suggestions for investors.
Rubio-Lee Tax Plan Gets Thumbs Up From Tax Foundation
While a New York Times editorial dubbed the plan the Puppies and Rainbows Tax Plan, the foundation says it would boost long-term growth dramatically.
How Tax-Literate Advisors Can Attract—Outshine?—Their Clients’ CPAs
SEI Advisor Network wants to empower advisors to spot problems on their 1040s that their accountants are missing.
Senate Finance Allows Public Comments on Tax Reform
Interested parties have until April 15 to email their recommendations to the five bipartisan tax working groups.
Tax Planning: How Your Clients Can Deduct Your Fees
A look at how, how much and from which accounts your clients can deduct your fees, along with a warning about IRAs.
The Beach Condo Rental Tax Write-Off? Not So Fast
Even assuming it’s a rental property for part of the year, the condo tax break option doesn’t mean it will work out.
How to Handle the NIIT for Trusts and Estates
The impact of NIIT on trusts and estates cannot be understated. The overall tax consequences of this surtax on trusts is likely to be even more profound than on estates.
2015 Tax Cheat Sheet for Advisors and Their Clients
For tax year 2015, there are annual inflation adjustments for more than 40 tax provisions, including the tax rate schedules, and other tax changes.
Top 6 Weirdest Tax Loopholes
A list of some of the strangest gaps in the U.S. tax code.
4 Key Questions About Roth IRAs and Taxes
Tax Facts experts dive into Roth IRAs to explain the tax regulations involving this popular investment vehicle.