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In the latter part of the year we begin conducting year-end planning meetings with clients. For the ones with children or grandchildren, invariably part of the meeting focuses on planning and saving for college and possibly graduate school expenses.
November 8 -
Republicans on the tax-writing House Ways and Means Committee sent a a letter Thursday to Treasury Secretary Jacob Lew asking him to withdraw the Treasurys recently proposed regulations on estate and gift taxes.
November 3
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Whether Hillary Clinton or Donald Trump is elected next Tuesday, there are some tax-planning moves that will make sense for your clients no matter who gets into the Oval Office.
November 2 -
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Grant Thornton has released a collection of Year-End Tax Guides for 2016. Here are 10 of the most important 2016 tax-planning considerations for individuals.
November 1
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With the 2016 presidential election dominating this falls news cycle, you may have overlooked an important and significant celebrationthe centennial birthday of the estate tax.
October 31 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
October 29 -
Clients in business for themselves face a host of challenges. How can you best advise clients who already have their hands full making a living on their own?
October 29 -
(Bloomberg) For wealthy Americans, a big win by Hillary Clinton on Nov. 8 could get pretty expensive.
October 25 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
October 23 -
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Parsing the new partnership audit rules
October 18 -
The perilous calculus associated with retirement
October 14 -
Hillary Clintons proposed tax increases on people with high incomes and on businesses would constrain economic growth, according to a policy groups analysis.
October 12 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
October 10 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
September 30 -
Although I live a few miles from Hofstra University, the site of Monday nights Presidential debate, I didnt have a ticket to the event. Instead, I spent the time trying to get to the Marriott next door, where viewers were promised the chance to meet one of the candidates afterward.
September 29 -
A group of 41 Senate Republicans is urging the Treasury Department to drop proposed regulations that would eliminate a popular tax strategy for minimizing estate and gift taxes.
September 29 -
The Internal Revenue Service has released new procedures that help a taxpayer make the decision on whether to opt for a qualified terminable interest property election to reduce estate taxes.
September 29 -
The very rich are different from you and me. They even have their own IRS audit squad.
September 29
