Tax strategies

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.

President Barack Obama would veto a tax-break agreement being negotiated in Congress by Senate Democrats and House Republicans.

With only a few days remaining on Congress's 2014 legislative calendar, there is still no clear answer for whether and how Congress will deal with the nearly 60 "extender" tax provisions—the temporary provisions that have been routinely extended on a one- or two-year basis but were allowed to expire at the end of 2013.

Tax extenders, temporary tax provisions that are reinstated by Congress on a regular basis, have been a recurring part of the tax arena for years. Most of the current group up for debate have expired at the end of 2013, and their eventual extension will be retroactive, but not all will be extended. Here are the best bets.

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

The Net Investment Income Tax, which was included as part of the Affordable Care Act, will be hitting taxpayers and practitioners alike this coming tax season.

If the lame duck session of Congress fails to address the tax extenders, it will fall to incoming House Ways and Means Committee chairman Paul Ryan, R-Wis., to see that they get passed early in the next session of Congress.

Crowe Horwath LLP has issued a year-end tax-planning guide with information on income tax deductions, education planning, investing, retirement and estate planning, and tax rates.

The National Society of Accountants has offered a set of year-end tax tips for individual taxpayers, courtesy of Wolters Kluwer CCH.

HD Investment Services has enhanced its 1040 Analyst wealth management tool with additional retirement planning features.

Warren Buffett is again showing how to use the U.S. tax code to his advantage.