11/27/2023
How Much Do I Have to Make to File Taxes?
It’s crucial when filing to understand what status you fall under.
Tax
11/10/2023
The IRS just announced the new tax brackets. Here's how to see yours.
The IRS adjusts tax brackets annually — as well as many other provisions, such as retirement fund contribution limits — to counter the impact of inflation.
11/09/2023
Temporary Tax Plan Could Boost Your Standard Deduction By Up to $4,000
"The vast, vast majority of my constituents use the standard deduction on their taxes every year," said Rep. Carol Miller
10/17/2023
How The Rich (Legally) Avoid Paying Savings Account Taxes
The conventional savings accounts offered by most banks and credit unions and some other financial institutions, including online banks, are ideal for saving money for short-term needs.
10/16/2023
Raymond James Selects J.P. Morgan Asset Management's 55ip
55ip delivers custom, tax-smart investing at scale.
10/11/2023
Grant Thornton achieves record revenues of $2.4 billion in FY 2023
When adjusted for this divestiture, Grant Thornton's year-over-year revenues grew 11.6%, on a pro-forma basis.
10/03/2023
Why you should worry about new super tax – even with less than $3m
These two worked examples show how the taxing of unrealised capital gains can have unintended consequences.
10/02/2023
Al Bernikow, former deputy CEO of Deloitte & Touche, dies at 82
He was also a member of Deloitte & Touche’s executive management committee and served as an advisory partner to numerous large clients.
09/01/2023
Update on regulation of SEP for purposes of taxation of digital services
The decree will be issued directly by the Ministry of Finance and does not require the approval of Congress.
08/31/2023
Changes to how US taxes handle research expenses
Under the previous tax regime, businesses could easily deduct R&E expenses as part of their ordinary and necessary operational costs.
07/28/2023
Goldstone Financial Group Nashville Announces Wealth Management To Reduce Taxes
The goal behind Goldstone Financial Group's recently announced tax planning services is to help reduce the tax burden of their clients
07/17/2023
Tax adviser to star DJs and models arrested for alleged $100 million tax evasion scam
Federal prosecutors in the U.S. say the scheme helped obscure over $100 million in revenue that would have been subject to U.S. tax in years where Butselaar's clients did extensive work in the United States.
07/14/2023
Tax-efficiency for alternative investments
PPLI policies are highly customizable, and can be structured to allow for different types of investment strategies and asset classes that are generally not available in other forms of life insurance.
06/06/2023
Brookfield faces allegations of tax avoidance ahead of AGM
Jason Ward, principal analyst at CICTAR in Sydney, questioned whether Brookfield can claim to be a responsible investor.
05/11/2023
Avantax Reports Robust Recruiting Pipeline as Prospects Continue to See Tax-Advantaged Wealth Management as a Preferred Growth Pathway
Avantax reports more than $228 million in newly recruited assets during 2023’s first quarter with continued interest from growth-minded independent financial professionals and accounting firms
04/26/2023
‘Excessive wealth disorder’: Should the ultra-rich pay more to help solve America’s problems?
The think tank promotes adding special surtaxes for ultra-wealthy people, imposing a “wealth tax” on assets such as real estate, yachts and luxury vehicles, and increasing IRS enforcement on the super-rich.
04/19/2023
For EY, breaking up is hard to do
But there is still a commitment to a split into two companies.
04/19/2023
You’re Paying Taxes Today. The Rich Aren’t.
A recent study from academic and Internal Revenue Service (IRS) researchers found that wealthy Americans have stashed nearly $2 trillion in foreign tax havens, with much of that fortune linked to a handful of the country’s richest households.
04/17/2023
How the wealthy borrow cheap cash to pay their taxes
But what's known as the "buy, borrow, die" strategy, a term coined by University of Southern California economist Edward McCaffery nearly three decades ago to describe how rich individuals avoid capital gains taxes on investment profits, is
03/31/2023
Swiss Banker Admits Helping Hedge Fund Manager Evade US Taxes
The charge carries a maximum sentence of five years in prison, but Manhattan federal prosecutors agreed not to seek a punishment outside of 24-to-30 months.