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Retirement plans may decline to offer delayed RMDs, plan loans, stretch and hardship distributions and a host of other legally sanctioned tax maneuvers.
February 19 -
Modifications should be made as soon as they determine their liability for 2018 and the impact of the new law on their returns, an expert says.
February 12 -
Changes to the law meant some taxpayers needed to adjust their withholding. Many were confused about how to do so.
February 11 -
IRS data provides all the information needed to figure out the answer.
January 29 -
Although income that is taxable is likely to increase for families with two children, their final bills will be smaller.
January 22 -
The proposed regulations also provide guidance for taxpayers who hold interests in regulated investment companies.
January 22 -
There are still dozens of questions about how the tax break applies.
January 16 -
A closed phone line to IRS support could present a significant challenge, particularly with changes to forms like the 1040, experts suggest.
January 15 -
Clients who intend to file as soon as they receive their W-2s are advised to start gathering their documents.
January 8 -
Helping clients understand casualty loss rules following an unexpected tragedy.
December 28Baird Private Wealth Management