-
Strategies include utilizing charitable trusts to split benefits between multiple beneficiaries and taking advantage of donor-advised funds.3h ago
-
The Internal Revenue Service and the Treasury Department are beginning to send nearly 4 million economic impact payments by prepaid debit card, instead of by paper check or direct deposit.May 19
-
The Internal Revenue Service is bringing in more help to deal with the flood of calls about economic impact payments.May 18
-
Given that I must disclose on my Form ADV that we accepted the aid, I had to ask myself difficult questions about possibly over-zealous regulatory scrutiny as well as my firm's reputation, this advisor writes.May 15
PresidentSegment Wealth Management
-
The Internal Revenue Service guidance caused some consternation among some small businesses and tax experts.May 14
Professor of accounting and chair of the School of BusinessMount Saint Mary College
-
By making the right moves, retirees can reduce their taxable income and owe less in capital gains taxes, an expert says.May 14
-
Little-known provisions include the economic injury disaster loan program, the employee retention credit and even an option to defer some payroll taxes.May 14
-
The IRS is extending the claims period for health care flexible spending arrangements and dependent care assistance programs and enabling taxpayers to make mid-year changes to their accounts.May 12
-
The IRS is giving taxpayers who want to receive their payments by direct deposit a tight deadline.May 12
-
Though IRA conversions during a market correction may enable some clients to save on their taxes, the strategy is not recommended for everyone.May 12
