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Biden’s approach might be politically astute, but from a fiscal-design point of view, it’s partially self-defeating, Bloomberg’s Clive Crook writes.
May 26 -
Instead of hitting heirs with a hefty tax payment at the time of a benefactor’s death, one proposal would allow the beneficiaries to defer the bill.
May 20 -
Estate planners are keeping a close eye on the department’s agenda, anticipating the possible revival of several regulatory projects shelved by the Trump administration.
March 15 -
The outcomes of two elections in Georgia that are scheduled for Jan. 5 are expected to determine the balance of power in the Senate and may also have an impact on the kind of tax planning that accountants should be advising their clients to do.
November 30 -
Whether the law changes next year or in 2025, wealthy clients can save by using the generous provisions now.
November 17 -
Whatever the outcome in November, taxpayers and their advisors should prepare for changes, an expert says.
October 6 -
Gifting embedded loss assets can avoid a step-down in basis and preserve capital losses. Here's how to go about it, under several scenarios.
August 24 -
The Internal Revenue Service is giving taxpayers a break if the checks they mailed in to pay their taxes still haven’t been opened up yet and are sitting in the trailers the IRS set up during the pandemic.
August 17 -
Many clients have seen the value of their investment accounts drop, making this a good time for planners to prove their value
July 27Prudential Financial -
The funds may be gaining traction among older investors with significant assets, but rarely live up to their billing.
December 2