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.
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.