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.
The No-Taxes Retirement Plan Distribution Strategy
There is a variety of circumstances under which a client can take tax-free (or reduced tax) distributions from a retirement plan.
Back-to-School Tax Scams on the Rise: IRS
IRS is warning of telephone scammers targeting students and parents demanding payments for nonexistent taxes, such as the “Federal Student Tax.”
Trump: ‘Taxes Are One of the Biggest Differences in This Race’
In a Detroit speech, Donald Trump laid out his plans to cut business and personal income taxes and eliminate the federal estate tax.
IRS Allows Mortgage Interest Deduction for Unmarried Couples
The decision could have far-reaching implications for many single taxpayers who co-own qualifying residences.
A Hideaway Where Billionaires Come to Play (and Save on Taxes)
Incline Village, Nevada: Come for fun in the sun; stay for the tax advantages. Larry Ellison and Michael Milken are among this five-square-mile town's inhabitants.
Treasury Proposes to Close Estate and Gift Tax Loophole
The loophole primarily affects families' stakes in businesses, Rose Watson of Commonwealth Financial says.
Clinton vs. Trump: 2 Wildly Different Tax, Economic Plans
Moody’s economist Mark Zandi analyzes how the candidates’ plans on taxes, trade and immigration would affect the economy.
Democratic Platform: 5 Things Advisors Should Know
The proposals that Hillary Clinton has announced are "fairly modest from a macroeconomic point of view," a UBS report says.