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Tax and Estate Planning

Foes of SALT cap threaten Biden tax plan
  • Tax and Estate Planning

Foes of SALT cap threaten Biden tax plan

Three House Democrats say they won't support the tax hikes needed to support the administration's infrastructure proposal unless the plan repeals the cap on state and local tax deductions

IRS delays tax deadline to mid-May
  • Tax and Estate Planning

IRS delays tax deadline to mid-May

The change comes after calls from accountants and congressional leaders to delay the due date as new legislation and pandemic-related work changes disrupt taxpayer plans

Wealthier clients saving in 401(k)s may fall into tax trap
  • Retirement

Wealthier clients saving in 401(k)s may fall into tax trap

Too much money in tax-deferred retirement accounts could undermine clients' financial plans if taxes rise in the future to pay for today’s exploding government spending

What’s the deal with Trump’s taxes?
  • Tax and Estate Planning

What’s the deal with Trump’s taxes?

To pay less in taxes, sources of income matter. The president seems to have all the right sources, and plenty of losses to knock out that income

Why Joe Biden’s 401(k) plan could spur Roth contributions
  • Tax and Estate Planning

Why Joe Biden’s 401(k) plan could spur Roth contributions

The Democratic presidential nominee would convert retirement savings tax deferrals to tax credits

Biden tax proposals mean bigger bills for millionaires
  • Tax and Estate Planning

Biden tax proposals mean bigger bills for millionaires

The Democratic presidential candidate's plans would have little effect on the taxes paid by those earning less than $400,000 a year

Rich Americans donating more to charity
  • Tax and Estate Planning

Rich Americans donating more to charity

The pandemic has encouraged owners of donor-advised funds to put to use some of the charitable dollars they've stockpiled

Working from home won’t get you any tax breaks
  • Tax and Estate Planning

Working from home won’t get you any tax breaks

The 2017 tax law eliminated the federal write-offs previously allowed for unreimbursed business expenses and home offices

Donations to charity rose last year
  • Tax and Estate Planning

Donations to charity rose last year

Americans gave nearly $450 billion in 2019, with 69% of that coming from individuals

Roth conversions pick up amid expectations that taxes will rise
  • Tax and Estate Planning

Roth conversions pick up amid expectations that taxes will rise

The stock market declines help by shrinking the value of accounts, as well as the tax bill for converting assets

College refunds and 529 plans
  • Tax and Estate Planning

College refunds and 529 plans

To avoid tax consequences, parents should consider putting partial refunds back into 529 accounts or applying the funds to fall tuition

All the ways tax season is different this year
  • Tax and Estate Planning

All the ways tax season is different this year

Pushed-back deadlines for filing and paying, a one-time charitable deduction and the ability to make use of business losses are among the modifications to be aware of

Rich Americans grab historic chance to pass on wealth tax-free
  • Tax and Estate Planning

Rich Americans grab historic chance to pass on wealth tax-free

The rates the IRS sets for estate planning purposes have never been as low as they are in May

For charitable givers, CARES Act offers big tax breaks
  • Tax and Estate Planning

For charitable givers, CARES Act offers big tax breaks

The coronavirus recovery bill allows for the full deduction of donations up to your adjusted gross income

Wealthy win, low-wage earners lose in tax filing extension
  • Tax and Estate Planning

Wealthy win, low-wage earners lose in tax filing extension

The postponement of the tax deadline is likely to provide some higher-income taxpayers with interest-free loans on their tax bills

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This age group controls the most wealth in the U.S.

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Working at home may affect state taxes, says AIPCA

Working at home may affect state taxes, says AIPCA
  • Tax and Estate Planning

In an electronic age, why are banks so slow?

In an electronic age, why are banks so slow?
  • Tax and Estate Planning

Getting married in America is more expensive than ever

Getting married in America is more expensive than ever
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Offices are going to change

Offices are going to change

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