Tax planning

The IRS’s ability to detect identity theft has improved, but billions of dollars were lost to criminals in 2011, according to a new report.

Our IRA expert answers questions on recharacterizations, the withdrawal penalty and the 5-year rule.

ETFs let you maintain asset allocation while taking tax losses.

The IRS released the annual cost-of-living adjustments last week affecting dollar limitations for pension plans and other retirement-related items for tax year 2014.

The Treasury Department and the IRS have loosened the “use it or lose it” rule for flexible spending arrangements for health care, allowing participants in health benefit plans to carry over up to $500 from their FSA from year to year.

The agency issued its annual inflation adjustments for more than 40 tax provisions, including the tax rate schedules, and other tax changes for 2014.

But experts say politics will likely put changes to tax code on hold.

Pimco's Bill Gross said that wealthy Americans, having reaped the benefits of favorable tax treatment, should be willing to pay a greater share to bolster the prospects of the working class.

Higher taxes on long-term capital gains may revive interest in like-kind exchanges of investment property.

The processes used by the IRS to verify taxpayers’ income and withholding status are inadvertently resulting in the issuance of potentially fraudulent tax refunds, according to a new report.

Instead of converting a traditional IRA to one Roth IRA, convert to two or more Roth IRAs, by asset class or by individual securities.

A former UBS AG banker surrendered to U.S. authorities to face a 2011 indictment that he conspired to help wealthy Americans evade taxes by hiding accounts in a smaller Swiss regional bank.

The start of the 2014 tax filing season could be postponed by as much as two weeks due to delays caused by the recent closure of the federal government.

Muni bonds have substantial risk but here’s how you may be able to get a greater return and U.S. government guarantee.

After selecting an asset allocation for clients, locating assets where they are most tax-efficient is critical.

Tax treatment, good or bad, can make or break an investment decision. Are you helping your clients avoid these common blunders?

Because excess capital losses can be carried forward to future tax returns, with no expiration date, clients can use this “bank” of losses to offset future net capital gains.

But congressional politics are likely to put changes on hold for now, expert tells NAPFA conference.

The IRS reminded taxpayers that the filing deadline remains in effect for people who requested a six-month extension to file their returns.

The tax-focused independent broker-dealer has added two new executives to its management ranks.