Your Tax Planning Role When Clients Move to Another State
You may not be a CPA or tax expert, but you can play a key role in your clients' tax planning when they're planning to move for retirement.
Managing Tax Risks of Specific Types of Real Estate Investments, Pt. 3
In this third and final installment of real estate taxation, we look at how tax considerations and strategies vary by specific types of real estate investments.
Managing Tax Strategies of Real Estate Investments, Pt. 2
In this second of three installments, we delve into specific real estate strategies for investors to minimize, defer or to reduce their tax liabilities.
Under the Hood: Tax Treatment of ETFs vs. Mutual Funds
Despite similarities in taxation of the two, the structural difference and potential absence of long-term capital gains in ETFs makes them a compelling investment vehicle.
IRS’ 12 Tax Scams to Avoid in 2015: The Dirty Dozen
From lower-income taxpayers to the ultra-high net worth, anyone can fall victim to a tax scam — or perpetrate one.
How New York Hunts Down Tax Refugees
If you're leaving New York for lower taxes, just make sure you can prove it.
Managing Tax Risks of Real Estate Investments, Pt. 1
The risks of a long-term capital investment required for real estate, several forms of investment have evolved, each offering a degree of mitigation of one or more of these risks.
Intuit Denies Putting Profit Before TurboTax User Security
Intuit Inc., maker of TurboTax, denied claims that it prioritized the processing of fraudulent state and federal tax refunds at the expense of customers.
Tax Code Should be ‘Tossed Out,’ Expert Tells Senators
At a tax reform hearing, suggestions ranged from raising standard deductions to scrapping the whole tax code and starting from scratch.
House Passes Bill to Make Some Small-Biz Tax Breaks Permanent
Legislation would allow small businesses to deduct up to $500,000 in office equipment.