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Financial Planning
March 1, 2006
Ed Slott
Sticker Shock Now that the IRS is charging more for private letter rulings, advisers need to be more careful when advising clients on IRA distributions. mark for My Articles similar articles
The Motley Fool
February 16, 2007
Roy Lewis
Missing Your W-2 Form? Here's what to do if your W-2 hasn't arrived yet. mark for My Articles similar articles
Entrepreneur
December 2005
Joan Szabo
Don't Mention It The IRS is providing a little relief with federal paperwork requirements - but along with it come some new requirements. mark for My Articles similar articles
The Motley Fool
April 13, 2010
Selena Maranjian
The Tax Deadline You Can't Afford to Miss Filing late won't exempt you from playing by the rules. mark for My Articles similar articles
The Motley Fool
January 30, 2008
Roy Lewis
Wash Sales and Your IRA Don't fall into a trap with your tax losses. A recent ruling shows that the IRS is paying close attention to wash-sale rules. mark for My Articles similar articles
Entrepreneur
February 2005
Joan Szabo
Here Comes Trouble The IRS scrutinizes the returns of entrepreneurs who may misclassify workers as independent contractors instead of employees. Here's how to avoid independent-contractor snags. mark for My Articles similar articles
Entrepreneur
November 2004
Joan Szabo
Electric Slide Switching to the the Electronic Federal Tax Payment System makes good tax sense for small businesses. mark for My Articles similar articles
Financial Planning
May 1, 2007
Ed Slott
She Said, They Said Can your financial advisory client actively participate in a company's retirement plan without being active in the plan? mark for My Articles similar articles
Registered Rep.
April 1, 2005
Will Leitch
IRAs and the IRS A recent clarification from the Internal Revenue Service could change the way clients fund their individual retirement accounts --- and may eventually cut into a rep's IRA-related fees. mark for My Articles similar articles
Financial Planning
July 1, 2008
Ed Slott
Saving a Stretch In a recent private letter ruling, the IRS allowed an IRA beneficiary to take distributions over her lifetime, even though she neglected to take the first two years' required minimum distributions (RMDs) from the inherited IRA. mark for My Articles similar articles
Investment Advisor
February 2007
Les Witmer
It's That Time Again Tips from the pros on this year's tax returns: Small Businesses: The New Form 944... Information Returns: Form 1099... Corporations: The Changing E-File Mandate... A New Refund: Telephone Excise Tax... etc. mark for My Articles similar articles
CFO
December 1, 2011
David M. Katz
A Loss of Independents? Regulators have rewritten the rules regarding the use of independent contractors, forcing companies to make hard choices - and possibly pay heavy fines. mark for My Articles similar articles
Financial Planning
March 1, 2005
Ed Slott
The IRA Imbroglio Most advisers haven't kept current on rules governing retirement distributions. Here are some for-instances. mark for My Articles similar articles
The Motley Fool
May 13, 2005
Roy Lewis
The New Roth 401(k) Is Here Can this new retirement plan help you? mark for My Articles similar articles
The Motley Fool
February 13, 2004
Roy Lewis
IRS: e-Everything! A visit to the IRS website can make your tax life a little bit easier. mark for My Articles similar articles
The Motley Fool
December 21, 2004
Selena Maranjian
Fed Up With Brokerage Fees? Are you being charged unnecessary fees on your retirement account? You can do better. mark for My Articles similar articles
Inc.
November 2003
Nadine Heintz
IRS Errors Snag Entrepreneurs Oops! The IRS misreads thousands of K-1s, to the chagrin of S corps and LLPs. mark for My Articles similar articles
The Motley Fool
April 17, 2007
Roy Lewis
I Can't Afford My Taxes! Some suggestions on what to do if you owe more than you expected. mark for My Articles similar articles
The Motley Fool
January 9, 2004
Rich Smith
The Plastic Paycheck Employers are in love with payroll cards, but employees are getting jilted. mark for My Articles similar articles
The Motley Fool
March 22, 2007
Dan Caplinger
Let the IRS Cut Your Tax Bill The offer-in-compromise program cuts some taxpayers a break. The program is designed to encourage taxpayers to continue to follow the tax laws, even when they're having financial difficulties. mark for My Articles similar articles
The Motley Fool
March 13, 2007
Selena Maranjian
Tax Time: Tips on Audits Know how to prepare yourself in case the IRS wants some questions answered. mark for My Articles similar articles
The Motley Fool
March 8, 2007
Selena Maranjian
Beware of Tax Scams Be careful -- and honest -- when you're filing your tax returns. mark for My Articles similar articles
Investment Advisor
October 2009
Melanie Waddell
Retirement Planning: Obama's Retirement Plan The Obama administration's plan to help Americans save more for retirement promotes small plan IRAs and putting tax refunds into savings bonds. mark for My Articles similar articles
Financial Planning
November 1, 2009
Ed Slott
Giving It Back A new IRS ruling can help some taxpayers put unwanted required minimum distributions (RMDs) back. mark for My Articles similar articles
Financial Planning
January 1, 2005
Ed Slott
Exceptional Flexibility New 72(t) rulings can help your financial advisory clients tap their retirement funds early-penalty-free. mark for My Articles similar articles
Financial Planning
July 1, 2005
Ed Slott
IRS Okays IRA Settlements The agency's new ruling solves one big problem. But the thorny issue of income taxes on attorneys' fees remains. mark for My Articles similar articles
The Motley Fool
February 24, 2006
Roy Lewis
The Electronic IRS The IRS is aggressively pushing to make more of its information available via the Internet. Here are a few highlights. mark for My Articles similar articles
Financial Planning
January 1, 2006
Ed Slott
Ending Annuity Scams The IRS is cracking down on undervaluing annuities to avoid taxes in Roth IRA conversions. mark for My Articles similar articles
The Motley Fool
August 12, 2005
Roy Lewis
When IRAs Meet Chapter 11 Does a recent Supreme Court ruling shield IRAs from bankruptcy creditors? A simple reading of the court's decision could suggest that IRAs get absolute bankruptcy protection -- but that's not the case. mark for My Articles similar articles
Registered Rep.
March 1, 2008
Kevin McKinley
Roth To The Rescue A Roth IRA can substantially reduce a retiree's tax bill. Here are three reasons people nearing retirement should put money into their Roth IRAs right now. mark for My Articles similar articles
Entrepreneur
June 2003
Nichole L. Torres
It's Classified Are your hired help really contractors rather than employees? If you don't get it right, you could face steep penalties. mark for My Articles similar articles
Financial Planning
May 1, 2005
Ed Slott
A Helping Hand A new IRS ruling highlights the problems of inheriting company retirement plans, particularly when the beneficiary is a young spouse. mark for My Articles similar articles
The Motley Fool
May 27, 2005
Roy Lewis
New Rules for Roth IRA Some changes in tax law will make it easier to move funds from a traditional IRA to a Roth. mark for My Articles similar articles
Investment Advisor
August 2007
Les Witmer
Closing the Gap How the IRS is improving compliance to close the tax gap. mark for My Articles similar articles
The Motley Fool
September 7, 2005
Dayana Yochim
What About My 401(k)? "One-size-fits-all" doesn't work for even the most straightforward money management conundrums. mark for My Articles similar articles
Registered Rep.
April 16, 2014
Kevin McKinley
RMDs: Take Out or Pay Up There may be several advantages for clients who wait to withdraw money from their retirement accounts -- up to a certain point. mark for My Articles similar articles
Entrepreneur
September 2006
Mark Henricks
Nest Egg Nudge Add value to your business with an employee retirement plan. mark for My Articles similar articles
The Motley Fool
April 15, 2011
Dan Caplinger
Why You Must Get a Tax Extension This Year Roth conversion rules argue for getting an extension even if you don't need it. mark for My Articles similar articles
The Motley Fool
June 7, 2005
Tim Hanson
Hasta La Vista, 1040 Uncle Sam considers return-free tax filing. Although this debate is in the very early stages, preparers such as H&R Block and Jackson Hewitt have generally opposed any return-free plan, fearing it would adversely affect their businesses. mark for My Articles similar articles
The Motley Fool
March 27, 2007
Selena Maranjian
Tax Tip Grab Bag Here are a few more tax tips that may come in handy. Extend early... If you can't pay right now, you have options... etc. mark for My Articles similar articles
The Motley Fool
May 17, 2004
How Roth IRAs Work Learn the difference between traditional and Roth IRAs. mark for My Articles similar articles
The Motley Fool
April 12, 2010
Dan Caplinger
The Key Decision You Must Make This Week Which kind of IRA should you open? mark for My Articles similar articles
Financial Planning
March 1, 2012
Ed Slott
Skirting an IRA Pitfall Because of an agreement they signed with their brokers, some IRA owners may unknowingly be vulnerable to having their whole account taxed. mark for My Articles similar articles
The Motley Fool
February 20, 2004
Roy Lewis
Tax Scams and Frauds As the saying goes, if it sounds too good to be true, it usually is. That's the case with scams that seem to show up around tax-filing season. Here are some of the biggies to look out for this year. mark for My Articles similar articles
Commercial Investment Real Estate
Jan/Feb 2015
Mary Stark-Hood
2015 Tax Law Changes As individuals and companies plan for 2015, certain tax issues must be considered in personal and business financial planning. Here is a summary of changes to benefit plan contributions. mark for My Articles similar articles
Food Processing
May 2013
Cameron & Ritter
Food Manufacturers: Are You Prepared for the Patient Protection and Affordable Care Act? Given the complexities and tax consequences of the PPACA, employers need to keep the new health care law top of mind. mark for My Articles similar articles
Managed Care
June 2007
Employers Gear up for More Employee Health Management Employers have a clear interest in expanding initiatives to help workers manage their personal health effectively, according to a survey. mark for My Articles similar articles
The Motley Fool
June 23, 2006
Dan Caplinger
Retirement Planning for Small-Business Owners Business owners are uniquely placed to take advantage of some retirement-plan options that most employees don't get to choose from. mark for My Articles similar articles
The Motley Fool
October 31, 2006
Dan Caplinger
Should You Convert Your IRA? New rules may make switching to a Roth IRA your best move. mark for My Articles similar articles
Commercial Investment Real Estate
Jan/Feb 2007
Daniel Cordoba
Considering Commercial Property Investments with an IRA Having a specialized knowledge of commercial real estate inventory possibilities and ideas for creatively funding investment projects can set you apart as a broker, financial planner, or lender. mark for My Articles similar articles