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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.

  5. Articles

    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.

  7. Articles

    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

  11. Articles

    IRS chief says Affordable Care Act not a problem for taxpayers

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

  12. Articles

    Tax deductions even the professionals miss

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

  13. Articles

    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.