Tax strategies

Bank Leumi Le-Israel Ltd. agreed to pay $400 million and admit it helped American clients evade taxes for a decade.

Naming a trust as an IRA beneficiary may offer many benefits. If drafted properly, a trust can protect the account from creditors and reduce the risk that money will be mishandled.

Companies planning for a merger or acquisition have various issues to consider as they prepare for the transaction. One of the issues is golden parachutes.

Outgoing House Ways and Means Committee chairman Dave Camp, R-Mich., officially introduced Thursday the comprehensive tax reform package he has been laboring over in recent years.

As year-end approaches, it would be worthwhile for practitioners to consider whether corporate clients could benefit from the following “last minute” tax-saving moves, including adjustments to income to preserve favorable estimated tax rules for 2015, deferral of certain advance payments to next year, and fine-tuning bonuses to make the most of the Section 199 domestic production activities deduction.

U.S. Senate Finance Committee Chairman Ron Wyden said he expects Congress to pass legislation that would permanently extend three lapsed tax breaks for charitable contributions.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

Bloomberg BNA has released the inaugural edition of the Bloomberg BNA 2015 Federal Tax Guide, a quick-reference guide for tax practitioners to help with preparing 2014 individual and business tax returns and 2015 planning.

While the traditional end-of-year tax tip checklist contains such tried and true suggestions as defer income and accelerate deductions, there are a number of other steps Tom Wheelwright takes in advising his small business clients.

The House of Representatives voted to revive dozens of lapsed U.S. tax breaks for this year and set them to expire again on Dec. 31.

Accounting firm Marcum LLP has released its annual Year-End Tax Guide for the national accounting and advisory firm’s clients and others.

As 2014 winds down, you may be able to help your clients kill two birds with one stone by combining routine portfolio rebalancing with tax loss harvesting.

Tomorrow happens to be Giving Tuesday, a global day dedicated to giving back, and a pair of CPAs have some advice for those who are planning their end-of-year charitable giving.

Tax benefits for individuals and small businesses that expired in 2013 could have an impact on as many as one in six taxpayers, according to a new analysis.

Tax strategies to take your clients into the New Year.

A roundup of recent tax news.

With year-end 2014 fast approaching, certain strategies to reduce 2014 tax liability still remain viable.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

The Internal Revenue Service is reminding individuals and businesses making year-end donations that several important tax law provisions have taken effect in recent years regarding gifting.

With the holidays upon us and tax season almost here, now is the perfect time to check in with your clients to discuss their gift-giving plans for the rest of the year.