Overlooked Tax Changes Are Coming In 2016

February 2, 2016

An old saying goes “the third time is the charm.” I guess for Congress, we can say the 35th time is the charm.

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Moving From A High-Tax State

January 5, 2016

As people approach retirement, some succumb to the temptation to move south in pursuit of warmer weather, a lower cost of living and lower taxes. Others, like me, make this choice much earlier in life. Regardless of when you consider moving to a lower-tax state, be sure to examine your priorities and the implications of the move.

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The Lure Of The Lone Star State

January 5, 2016

Ben Sullivan looked like a young man with a bright professional future when I recruited him nine years ago to join our staff in Scarsdale, New York. To get him to come aboard, I had to promise not to keep him there.

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A Tax Strategy Gone Wrong

January 5, 2016

What does it mean to control an asset?

The answer is sometimes complicated and always of great interest to the Internal Revenue Service.

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Duly Noted

January 5, 2016

Another IRS Crummey Challenge Fails. The Internal Revenue Service has lived with Crummey trusts for nearly 50 years, but it has never liked them. Now another attempt to challenge the gift-tax-saving device has failed. Named for a 1968 Tax Court case, Crummey powers allow gifts made in trust to qualify for the annual gift tax exclusion by granting beneficiaries a temporary power to withdraw the exclusion amount, which is currently […]

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The Rise Of State-Mandated Employee Retirement Plans

December 7, 2015

Several states have begun considering programs to make sure private sector workers are saving for retirement effectively – or at all.

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Ten Reasons To Sell A Mutual Fund Other Than Poor Performance

November 16, 2015

Knowing when to sell a mutual fund can be complicated, even for savvy investors. Here are 10 indicators it may be time to let go.

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Duly Noted

October 5, 2015

IRS Issues Long-Awaited Rules On Gifts And Bequests From Expatriates. The legislative noose aimed at Americans who leave the country to avoid taxes tightened this summer, as the Internal Revenue Service proposed new regulations to tax gifts and bequests that U.S. citizens and residents receive from expatriates. Gift taxes ordinarily are paid by the donor, and gifts from foreigners are subject to U.S. taxes only when they involve property within […]

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How To Handle Sudden Wealth

September 8, 2015

Sudden wealth seems like the exact opposite of a problem. But for many, an abrupt change for the better in their financial lives can create a host of unexpected pitfalls.

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Working With Working Interests

August 17, 2015

With oil prices recently falling to post-recession lows, not many investors are looking for the best way to get into the energy sector, yet there are some interesting possibilities for those who want to go against the herd.

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