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If passed, non-spouse heirs would be required to drain assets within 10 years after the owner’s death.
July 12 -
Officials hope to peg capital gains to inflation before the president faces reelection.
June 27 -
Under new rules, small business owners can offer their workers tax-free dollars to buy health coverage.
June 25 -
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 -
The rule can create significant tax savings, but in unskilled hands it can just shift the burden elsewhere.
June 7 -
The approved legislation relaxes rules for retirement savers.
May 23 -
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 -
The tax law overhaul has created planning opportunities.
May 7 -
The firm joins a growing roster of asset managers taking advantage of new tax breaks for investing in low-income communities.
April 30 -
The earlier they begin planning, the easier it'll be to avoid a big tax hit.
April 23