More Money, More (Tax) Problems: How HNWs Can Reduce Their Tax Bills
Estate planning attorney Scott Squillace talks to ThinkAdvisor about how HNW clients can minimize taxes through charitable giving, loss harvesting and other strategies.
A ‘Creative’ Niche: Providing Tax, Financial Planning to Artists and Actors
Actors Miata Edoga in L.A. and Todd Thurston in New York teach their creative peers how to take charge of their financial lives.
Senate Finance Sets Thursday to Debate Tax Breaks
The Senate Finance Committee will mark up a bill Thursday on a set of tax breaks that have expired or will expire at year-end.
GOP Tax Reform’s Effect on Charitable Giving
The comprehensive tax reform proposal Rep. Dave Camp, R-Mich., introduced in February would make significant changes to charitable contributions.
Alternative to a Spousal Lifetime Access Trust: One-Way Buy-Sell Deal
A one-way buy-sell agreement can ensure that a business-owning client’s dual goals—spousal income security and an orderly business transition—can be met.
HSAs and Taxes: How to Handle Transfers and Rollovers
Tax Facts experts explain the details and pitfalls of health savings accounts.
Senate Finance’s Wyden Set to Move on Tax Extenders
Chairman Wyden, determined to make this the “last time we do extenders,” hopes to use this chance “to reform the broken tax code.”
Tax Shelters and Abusive Tax Shelters: What Are They?
Tax facts experts look at tax shelters and abusive tax shelters.
IRS to Treat Bitcoin as Property for Tax Purposes
Bitcoin users, who have operated largely without government oversight, now have to think about tax implications and reporting.
The Taxation of Life Insurance Policy Loans
The Tax Facts experts sift through the complexities of loans on life insurance polices.