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IRS
Gold coins, pot bust and fake REIT send ex-Ameriprise broker to prison
He confessed months after he was caught with 136 pounds of marijuana, investigators say.
Little known tax tips to minimize your clients’ bills: Tax Strategy Scan
Many are unaware that fostering a pet or installing a swimming pool can help them qualify for a deduction.
Tips to boost business travel deductions: Tax Strategy Scan
Clients can claim airfare, lodging fees and half the cost of their meals as long as they can prove the trip is for work.
HNW clients find tax shelter in conservation easements
The accounting method can deliver attractive savings, along with protecting nature or farmland.
Use pretax money for child care costs: Tax Strategy Scan
Dependent care flex spending accounts can help clients mitigate child care costs, but also reduce tax credits otherwise available.
Funding nonretirement goals with tax-efficient portfolios: Tax Strategy Scan
These products are meant for short- and intermediate-term investing and should carry enough risk to grow and meet the goals over time.
Tax hazards of S corporations for advisers
Avoiding these mistakes with a small business is essential.
Avoid a Roth's sting: Tax Strategy Scan
How IRA conversions can come at a steep price for clients. Plus, ways to dodge a surprise bill from the IRS.
The Dirty Dozen: 12 ways clients run afoul of the IRS
Just in case clients are looking to cut few corners, here are some of the most common tax frauds that the agency is ready to pounce upon.
Inheriting IRA trouble
When a tax-deferred account is part of an estate, failure to follow the tax rules correctly can result in a financial disaster.
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