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“Time is quickly running out for these taxpayers," IRS Commissioner Chuck Rettig said in a statement.July 6
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Tax pros share what they’re telling clients about relief for the jobless during the pandemic.June 22
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Early withdrawals from retirement accounts may be unavoidable in today’s economic climate. You can help mitigate the damage.June 2
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The Internal Revenue Service and the Treasury Department issued proposed regulations Wednesday to update the income tax withholding rules for periodic retirement and annuity payments made after Dec. 31, 2020.May 27
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The new relief plan has something for many taxpayers, including retirees and the recently unemployed.May 26
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Given that I must disclose on my Form ADV that we accepted the aid, I had to ask myself difficult questions about possibly over-zealous regulatory scrutiny as well as my firm's reputation, this advisor writes.May 15
PresidentSegment Wealth Management
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By making the right moves, retirees can reduce their taxable income and owe less in capital gains taxes, an expert says.May 14
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Little-known provisions include the economic injury disaster loan program, the employee retention credit and even an option to defer some payroll taxes.May 14
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Though IRA conversions during a market correction may enable some clients to save on their taxes, the strategy is not recommended for everyone.May 12
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For clients fortunate enough to not need them, minimum distributions are not required this year in most — if not all — cases.May 10
