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The lowest-ranked states have property and unemployment insurance taxes like every state, but significantly they also have complex, non-neutral taxes with comparatively high rates.
February 26 -
The Washington National Tax Office of Grant Thornton points out the most important state and local tax developments to keep an eye out for.
February 13 -
Taxpayers will benefit from a reduced top marginal rate in 13 states, but in two states the rate has increased.
February 7 -
The first quarter is a good time for an annual check-in with philanthropic investors, a practice that can strengthen intentions and family bonds.
January 31
Center for Women & Wealth at Brown Brothers Harriman -
Money manager Brian Heywood has already spent nearly $7 million of his own money to get six ballot initiatives in front of Washington State voters this November, half of them tied directly to taxes.
January 23 -
Fifteen states are reducing either individual or corporate income taxes this year, with some states trimming both individual and corporate taxes, among 34 states starting the year with significant tax changes.
January 3 -
The case coming before the Supreme Court stems from a 2017 tax law provision that aimed to tax earnings held overseas by big multinational companies.
December 4 -
The two strategies can complement each other, but success depends on starting out with a clear vision.
November 28
Frontier Asset Management -
The ultra-wealthy are using DAFs and private foundations to avoid taxes and exert influence, at the expense of ordinary taxpayers.
November 16 -
Commissioner Danny Werfel and Taxpayer Advocate Erin Collins discussed the enhancements the IRS has been making thanks to the additional billions of dollars of funding.
November 14 -
The service announced its annual inflation adjustments, including increases in the standard deduction and changes in tax brackets.
November 9 -
A retiree in Colorado wants to use her wealth to help heal the planet. How can she align her portfolio with her values?
August 30 -
Even with the savings, an Austin move can be complicated by differences in earnings potential and heightened property taxes.
July 31 -
Financial advisors can help translate desires and values into a concrete giving plan — one that may yield tax savings along the way.
June 16
RBC Wealth Management -
Portland, Oregon, may penalize higher earners more than any other large U.S. city, according to a new report.
June 2 -
Wealth advisors seeking the highest-earning clients should look to 30 key geographic areas, some of them not household names.
May 8 -
While a securities-based loan is more commonly used to buy a fancy house or take a dream vacation, it's also an underused strategy for some affluent investors to pay large tax bills.
April 16 -
Four forms in particular contain insights to a client's financial life and how to serve them better. We explain them here.
April 14
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From accidentally paying state taxes on T-bill income to wonky filing deadlines, these tips will help make a federal tax return sparkle. Or at least clean.
April 12 -
Once primarily an issue for Democrats, GOP gains in New York have made the deduction an issue for them, too.
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