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The legislation nullifies a strategy that previously allowed heirs to stretch an inherited account's tax-deferred growth based on their life expectancy.
June 11
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The rule can create significant tax savings, but in unskilled hands it can just shift the burden elsewhere.
June 7
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The approved legislation relaxes rules for retirement savers.
May 23
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In one case, a 6-year-old owed $7,000 in federal taxes two years after his father, a U.S. Navy senior chief petty officer, died of a heart attack.
May 14
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The tax law overhaul has created planning opportunities.
May 7
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The firm joins a growing roster of asset managers taking advantage of new tax breaks for investing in low-income communities.
April 30
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The earlier they begin planning, the easier it'll be to avoid a big tax hit.
April 23
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The change will boost the firm’s “ability to reach a dramatically larger audience,” said CEO Stephen Schwarzman.
April 18
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Capital gains tax rates are not just taxed at a single, more favorable, rate anymore.
April 17
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Errors are regrettably common. They are also easily avoidable.
April 1
