Tax regulations

Estate taxes

Without the marital deduction, a certain category of married clients will have challenges inheriting property outright.

By Ingrid Case

October 7

Financial crimes

Former Woodbridge Group CEO pleads guilty in $1.3B fraud

Prosecutors said Robert Shapiro used investor money for his $6.7 million home and $3.1 million for chartering planes and for personal travel.

August 9

Tax planning

The U.S. cut taxes. Why are fewer clients getting refunds?

Changes to the law meant some taxpayers needed to adjust their withholding. Many were confused about how to do so.

By Laura Davison

February 11

A pair of ProShares ETFs that short Treasury bonds that mature in 20 years or more posted their best performance in almost two years Wednesday.

Tax strategy scan

2019 refunds might be higher, lower or later than usual: Tax Strategy Scan

The impact of the 35-day partial government shutdown could delay the process this year.

By Andrew Shilling

January 29

Clients can expect their tax refunds to be bigger or lower this year, depending on how the new changes to the tax code will affect their actual tax situation, according to this article on The New York Times.

Tax strategy scan

Holiday gifts that come with hefty tax burdens: Tax Strategy Scan

Clients intending to set up a bank account or mutual fund for their child must consider various provisions.

By Andrew Shilling

December 24

Clients who intend to set up a bank account or mutual fund account as a holiday gift for their child are required to comply with the provisions of the Uniform Gift to Minors Act, as well as the Uniform Transfer to Minors Act, according to this article on MarketWatch.

Tax strategy scan

Tax law impact on client vacations: Tax Strategy Scan

Some of the changes to rental property rules may be confusing for clients.

By Andrew Shilling

December 4

VoicesWhy don’t all states recognize 1031 real estate exchanges?

Each has its own requirements pertaining to tax withholding, clawback rules and filing deadlines.

November 6

Jorgen Rex Olson

Writer

Mackay, Caswell & Callahan, P.C.

High net worth

Millionaires need tax help — where are the advisors?

Clients are willing to pay more for tax advice, but they’re still not getting it.

By Amanda Schiavo

October 24

Millionaires-Fidelity-Tax-Planning-10/24/18

VoicesWhat are the tax implications of initial coin offerings?

Some unresolved issues haven’t received as much attention as those related to federal securities laws.

September 26

Charles Kolstad

Partner

Withersworldwide

Bitcoin

Bitcoin is creating tax predicaments for hedge funds

Part of the problem stems from how slow regulators have been to define their views of virtual currencies.

August 13