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.
IRS Wants Your Advice About Obamacare Cadillac Plan Tax
The value limits can be adjusted even in 2018.
The CRT: Give to Charity, Supplement Retirement Income
There’s been a resurgence of interest in the charitable remainder trust—here’s how to determine if it’s appropriate for your clients.
These 6 Tax Avoidance Strategies Show Tax Code Is Unfair: Senator
During committee hearing on fairness in taxation, Sen. Ron Wyden said he would be guided by Ronald Reagan's three principles on tax reform.
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 on real estate taxation, we look at how tax considerations and strategies vary among specific types of 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 reduce their tax liabilities.