Tax

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  1. Articles

    State Street gets the cold shoulder from financial advisers

    Breakfast with Benjamin: State Street gets poor marks from financial advisers, despite dedicated efforts to mend fences and build new relationships.

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    Tax season takeaways keep on coming

    Advisers and accountants are taking a look back at 2014's results and thinking about what they can do better for 2015.

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    Tax season is over, but IRA fixes can still be made

    Roth IRA conversions or contributions can be undone up to Oct. 15 of the following year

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    House passes two tax-reform bills

    Legislation would repeal estate tax, make state, local sales tax deductions permanent.

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    Japan bumps China off the mountain as top holder of U.S. debt

    Breakfast with Benjamin: Japan takes over as America's biggest creditor but China is right behind. Plus: More banks abandon student loan biz, Colorado's weed tax bummer, and where banking is still beyond at least 2 billion people.

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    More companies than ever avoid paying taxes

    A record 54 companies in the S&P 500 are now at least partially exempt from the corporate income tax, more than twice the number four years ago.

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    Hillary Clinton goes after Wall Street

    Breakfast with Benjamin: Hillary Clinton goes after the financial industry, taking issue with CEO compensation.

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    Obamas' income declined in 2014 but they overpaid their taxes and get a refund

    First couple's tax return shows no stock market investments, missed opportunity on home refinance in Chicago.

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    Hidden tax benefits of continuing care retirement communities

    Advisers planning for the long-term-care needs of clients should seriously consider the potential tax savings that come with these communities.

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    The cruelest month: IRS doesn't mess around in April

    Tax-time publicity, such as for prosecuting fraud, reminds the public of the agency's enforcement muscle.

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    How financial advisers would reform the tax code

    Simplification tops the list but it's not the only thing advisers want changed in the tax code. (Check out these 6 strange tax loopholes)

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    Use tax time to focus on retirement

    This time of year is perfect for getting clients to contribute to their nest eggs and save on taxes

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    IRS chief says Affordable Care Act not a problem for taxpayers

    Commissioner John Koskinen says biggest concerns are enforcement and identity theft.

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    Tax deductions even the professionals miss

    Here are the six itemized deductions that people tend to miss most, from relocation expenses to summer camps.

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    Everything you need to know about setting up a private foundation

    Prospective donors will want to be ready to give both their money and their time.