A month’s worth of essential analysis and insight, with a new topic each day that helps advisers make informed decisions for their clients and their practices.
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The Supreme Court recently reversed an appeals court ruling on what constitutes “money remuneration.”
September 28
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"It’s still a very sketchy area," one accounting professional says.
September 28
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With the expenses no longer deductible, will clients ask for new planning options?
September 27
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Some unresolved issues haven’t received as much attention as those related to federal securities laws.
September 26
Withersworldwide -
The effective tax rate on qualified dividends for those in the highest income tax bracket fell.
September 25
Plante Moran -
The lack of guidance from the IRS makes it a daunting task.
September 24
Bloomberg Tax -
Recent tax law changes make gifting from an IRA an even better bet.
September 21
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But the benefits are not evenly distributed among taxpayers.
September 20
Shidler College of Business, University of Hawaii at Manoa -
Under the new tax law, the tax on children’s investments and unearned income could end up costing a pretty penny.
September 19
Clarfeld Financial Advisors -
As the IRS steps up its scrutiny of virtual currency, reporting the transactions correctly is essential.
September 18
