Tax planning

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.

The IRS has temporarily stopped sending out tax refunds and the Tax Court has suspended operations as lawmakers in Congress continue their fiscal battle.

As September draws to a close, we’ve rounded up the most popular stories of the month. Don’t miss the top five.

While the coming fiscal debate looms in the background -- along with probable accompanying market volatility -- there are a number of other possible legislative and regulatory items that also affect the insurance and advisory industry.

The IRS has released guidance on issuing tax refunds to same-sex married couples in the wake of the Supreme Court’s decision striking down the Defense of Marriage Act.

The Internal Revenue Service has issued new guidance and streamlined procedures for spouses who are seeking equitable relief from joint income tax liability.

The IRS is providing guidance on the application of the market reform provisions of the Affordable Care Act to health care arrangements such as health reimbursement arrangements, employer payment plans and flexible spending accounts.

The IRS ruled last week that it will recognize same-sex couples even if they reside in a state that does not recognize their marriage, provided they were lawfully married in a state that does.

The Treasury Department and the IRS have issued proposed regulations to implement the information reporting requirements for insurers and certain employers under the Affordable Care Act.

The IRS has issued final regulations for the shared responsibility payment for not maintaining minimum essential coverage under the Affordable Care Act, also known as the individual mandate.

The U.S. Court of Appeals for the Seventh Circuit in Chicago has affirmed the Tax Court, upholding the disallowance by the IRS of losses claimed by investors in a DAD (distressed asset/debt) tax shelter.