Tax

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  1. Articles

    Romney-sized IRAs scrutinized as government studies taxes

    'Never intended to be a tax shelter for millionaires,' Congressman says of retirement savings vehicle.

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    Corporate tax dodging targeted as nations draw up battle plan

    The tax-avoidance strategies that companies like Google Inc., Apple Inc. and Amazon.com Inc. use to escape more than $100 billion a year of levies in the U.S. and Europe are under threat from a plan drawn up by the Organization for Economic Cooperation and Development.

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    Sometimes the IRS loses in court

    Engineer's rollover case points out the need for a good lawyer schooled in tax law.

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    Popular tax breaks will get renewed this year, GOP says

    Republican lawmakers see tax-extender approval going through before the end of 2014, keeping tax breaks favored by clients in place.

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    Smart beta, by any other name, is still smart

    On today's Breakfast with Benjamin menu, a look at how smart beta has grown in prominence despite criticism, the performance-killing fees of active management, another type of corporate inversion, and more.

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    Warren Buffett's tax fairness doublespeak

    In today's Breakfast with Benjamin, Warren Buffett's fails to put his money where his mouth is, Canada finds a sensible way to stop corporate inversions, the Fed pushes rate-hike rumors out to the end of next year, and more.

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    The Fed should raise rates, but it won't

    Breakfast with Benjamin: The Fed should raise rates but... Plus: Financial advisers turn to options investing; the French government calls it quits; the SEC goes after asset-backed bonds; another Obamacare surprise; and what is really the most important meal of the day

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    What's next for Robin Williams' family?

    Although he had 'bills to pay,' he put his real estate in a trust and appears to have provided for his children.

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    Derivative basket options questioned

    The Senate Permanent Subcommittee on Investigations has turned its attention to a derivative strategy that, from a tax standpoint, was rendered unusable in an earlier IRS memo.

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    Lump sum or monthly pension? How I made my decision

    The question is one advisers are likely to hear more often. The answer depends on a person's financial needs, life expectancy and access to other assets.

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    Hedge funds jumping into Puerto Rico muni bonds

    Today's Breakfast with Benjamin on hedge funds owning $16 billion in Puerto Rican muni bond debt, the scary similarities between advisers and psychics, why deep-water drilling looks like a bargain, and more.

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    Bill Gross disciple takes down the 'Bond King'

    This edition of Breakfast with Benjamin covers Bill Gross getting beaten at his own game, the SEC's focus on liquid alt funds, Obama's attack on corporate inversions, and more.

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    IRA moves that won't get you in trouble

    With new IRS rules on rollovers coming soon, some tips on how to help clients avoid the tax man.

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    Advisers beware: Corporate inversions could mean higher tax bills for your clients

    Companies moving abroad to avoid taxes — corporate inversions — could trigger capital gains and additional paperwork for clients.

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    GAO report calls for more disclosure of managed accounts in 401(k)s

    The Labor Department should require providers to share more on fees, performance and benchmarking, GAO says.