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Tax

04/08/2021

World Bank warns against 'high' global tax minimum

To US lawmakers, Ms Yellen has made the case that establishing a global minimum tax would allow the US to remain competitive, despite that increase.

04/08/2021

US gift and estate tax legislative proposals

The proposals would change the gift and estate tax exemption amounts and rates and meaningfully impact trust planning.

04/05/2021

CRA has found 35 cases of tax dodging in the Panama Papers leak, 5 years later

Agency said it has unearthed $21M in unpaid taxes filed

03/29/2021

The richest 1 percent dodge taxes on more than one-fifth of their income, U.S. study shows

The researchers say that years of IRS funding cuts, combined with the increased sophistication of tax evasion tactics available to the rich, have made shirking tax obligations easier than ever.

03/23/2021

Canada’s tax treaty MAP inventory increased in 2019, new report shows

The MAP program began 2019 with 147 MAP cases. During the year, 75 new cases were opened, and 60 were closed.

03/22/2021

IRS chief says increase in enforcement budget would boost tax collection

The agency has lost about 15,000 enforcement staff over the past decade as its budgets were cut.

03/18/2021

Advisors Urge Harvesting Gains, Realizing Losses Before Taxes Rise

Other proposed tax changes would affect carried interest and estate tax planning.

03/17/2021

Congressional Democrats release bill targeting corporate tax loopholes

In a statement announcing the bill, they said the new legislation would also crack down on the type of illegal tax evasion revealed by the Panama Papers and Paradise Papers leaks.

03/12/2021

Zurich’s Oldest Private Bank Admits To Helping U.S. Taxpayers Hide Offshore Accounts From IRS

Rahn+Bodmer Enters into Deferred Prosecution Agreement for Criminal Misconduct; Agrees to Pay $22 Million

03/11/2021

Credit Suisse tax whistle-blowers urge US to punish bank

A spokesperson for the bank declined to comment. The Justice Department and IRS didn't immediately respond to a request for comment.

03/09/2021

New York Senate proposes new tax on auction sale of art

The tax would be imposed on the purchaser and collected by the auctioneer in addition to state and local sales tax.

03/04/2021

Tax Policy Update: Examining Recent COVID-19 Tax Developments and Surveying Potential Changes on the Horizon

Following the 2020 elections, the Democratic Party has secured control of the presidency and both Houses of Congress, albeit with slim majorities.

03/03/2021

Hedge-Fund Manager Thomas Sandell Pays $105 Million New York Tax Settlement

The agreement over alleged efforts to evade taxes is the largest False Claims Act recovery in the state’s history

03/01/2021

Plan For Tax-Efficient Retirement Income

Fortunately, paying a high tax rate isn’t mandatory for retirees.

02/23/2021

COVID-19 and regulatory uncertainty spur greater tax risk for organizations in 2021 and beyond, EY survey finds

Survey respondents say they anticipate a far more diverse tax risk environment spanning everything from scrutiny of routine business activity, to major, billion-dollar settlements in court.

02/22/2021

Silicon Beach, or just another warm tax haven?

The ‘techxodus’ to southern states must not become a race to the bottom

02/22/2021

An American abroad: Beware of the double taxation trap

American citizens are sometimes surprised when they realise that even if they are not living in the United States, they must still file tax returns there. Blue Umbrella tells us what to look out for.

02/16/2021

Family businesses risk missing the mark on ESG - PwC Family business survey

Larger businesses and those owned by later generations also buck the trend, with greater focus on sustainability

02/15/2021

US ETF investors mainly motivated by tax loophole, study shows

The dramatic shift is leading some large asset managers, such as Dimensional Fund Advisors, Fidelity and T Rowe Price, to either convert some of their existing mutual funds into ETFs or launch ETF clones of their existing funds.

02/10/2021

A Massachusetts trust company is adding billions of dollars with a secret weapon -- a Cayman Islands-style tax haven, also known as New Hampshire

Fiduciary Trust Company is sheltering billions of dollars in a Granite State subsidiary to take advantage of the state's low tax burden.

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