Community Property: When Federal-State IRA Rules Collide
Sorting out the state community property rules and IRS rules on beneficiary designations in retirement accounts.
Paul Ryan: What to Expect if Trump Wins, GOP Controls Congress
House Speaker Paul Ryan discusses six agenda items Republicans would pursue if the party retains control of Congress and wins the presidency.
Where Trump, Clinton Stand on Key Tech, Innovation Issues
An IT foundation found much to like in both candidates’ general tech positions, but one has been more assertive on innovation.
Sen. Wyden Proposes Capping Contributions to ‘Mega’ IRAs
Proposed legislation would limit contributions to “mega” IRAs and help employers contribute to younger workers’ 401(k)s while they pay off student debt.
Double Taxation for Your Clients: The Highest Risk
The exposure comes when clients exercise non-qualified, granted company stock options—not incentive stock options.
Elizabeth Warren Has Five More Bad Ideas
Some of Warren's ideas could have consequences counter to what she says her goals are: helping workers, raising incomes and ensuring the system is fair.
GRAT Valuation Discounts Disappearing Soon
Clients have a short window to use valuation discounts for transfers of interest in family businesses under Treasury’s current rules.
In Normal Campaign Season, Candidates Could Have Tax Debate
Both Clinton and Trump evade some specifics, but there's enough for a substantive debate.
Alarm Raised Over Treasury Push to Close Estate Tax ‘Loophole’
Law firms and wealth managers are warning clients that a “significant” estate planning technique could be lost.
1031 Real Estate Exchanges: A Quick Primer
This strategy continues to attract interest as a method for deferring taxes on a property transaction, but it can be daunting for the first timer.