Tax planning

The IRS has released its new contribution levels for tax-deferred savings plans in 2015 -- and the higher dollar figures may mean more to clients right now than in other years, says CFP/CPA planner Karl Schwartz.

Long-term capital gains tax rates in 2014; IRS revises a limited-amnesty program for offshore accounts: Year-end retirement planning strategies

Financial advisors get trained in taxes, but many times it’s just a basic framework for how to structure investments. A CPA can bring a much deeper level of understanding to a client’s tax situation.

The proposed regulations address the tax treatment of distributions from designated Roth IRA accounts under tax-favored retirement plans.

President Obama has blasted the tactic as unpatriotic while the Treasury Department has announced steps aimed at limiting the tax benefits. But beyond the headlines and sound bites, how should advisors evaluate inversions when developing investment strategies for their clients?

Competitive threat or recruiting target? The wave of retiring baby boomers will change the calculus for client needs -- and that's opening up a new opportunity for CPAs in wealth management.

Here's how Roger Hewins used an accounting firm connection to help create a $3.5 billion RIA.

The IRS has issued new draft instructions, notices and a publication to help taxpayers and tax practitioners deal with the Affordable Care Act.

The payouts may be substantial, but don’t let the dividends from foreign equities and funds shrink because of tax withholding.

How fair are the tax systems in the states your clients live? That, of course, depends on how you define "fair." Based on a new study that claims to do just that, here's how state tax systems stack up.

A Simple Way to Shrink Taxes; A trust protects a doctor’s office project; Investors should address aggressive corporate tax planning.

The deal with Joseph Capital Management gives Modera a Florida presence plus tax and technology expertise.

The IRS is offering a free online program to help teachers, students and others who may be interested learn the "hows" and "whys" of taxes.

What you need to know about IRAs and trusts; The easy solution to our retirement savings crisis; Prepare to retire with a gift annuity

Private equity is coming to a 401(k) near you; How different types of retirement income are taxed; Navigating the complex world of 401(k) fees

Collecting Social Security benefits on your ex-spouse's record; No need to worry about Social Security; How a mini-retirement can rejuvenate your career

A new report shows that auditors of brokers-dealers who were inspected last year continued to have a high number of problems with independence and audit deficiencies.

Do retirees take the right amount of risk?; An overlooked vehicle for retirement savings; People don't realize they have self-directed brokerage accounts

The IRS and the Treasury Inspector General for Tax Administration said taxpayers have received unsolicited calls from individuals demanding payment and fraudulently claiming to be from the IRS.

Persistence angle adds to active-passive debate; Best ways to snag a job in retirement; Are you as healthy as your 401(k)?